Shannon Holloway signed Monroe Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Operations, LLC's EIN is 26-0605517.
Download the official 2024 Form 5500 (PDF) for Monroe Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $151K | — |
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $8.7M | 17.0% | |
| American Funds 2050 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $7.5M | 14.6% | |
| American Funds 2055 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $7.1M | 13.8% | |
| American Funds 2060 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $5.5M | 10.7% | |
| American Funds 2040 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $4.7M | 9.1% | |
| American Funds 2030 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $4.2M | 8.2% | |
| American Funds 2035 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $3.4M | 6.6% | |
| American Funds 2025 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $2.3M | 4.4% | |
| American Funds 2065 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $1.5M | 3.0% | |
| Fidelity Investments 500 Index Fund N/A 1901356 * Fidelity Investments Blue Chip Growth Fund N/A | Common Collective Trusts | — | — | $897K | 1.7% | |
| American Funds 2020 Target Date Retirement Fund R6 N/A | Mutual Funds | — | — | $889K | 1.7% | |
| Notes receivable from participants * Participant loans Interest rate 4.25% - 10.5% $ - | Bonds / Notes | — | — | $724K | 1.4% | |
| Fidelity Investments International Index Fund N/A | Common Collective Trusts | — | — | $263K | 0.5% | |
| Fidelity Investments US Bond Index Fund N/A | Common Collective Trusts | — | — | $257K | 0.5% | |
| JP Morgan Funds Equity Income Fund R6 N/A | Other securities | — | — | $224K | 0.4% | |
| Fidelity Investments Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $208K | 0.4% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $188K | 0.4% | |
| Fidelity Management Trust Co. Blended Income Fund N/A | Mutual Funds | — | — | $141K | 0.3% | |
| PGIM, Inc. Total Return Bond Fund R6 N/A | Common Stocks | — | — | $137K | 0.3% | |
| Fidelity Investments Emerging Markets Index Fund N/A | Common Collective Trusts | — | — | $101K | 0.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $86K | 0.2% | |
| American Funds Europacific Growth Fund R6 N/A | Mutual Funds | — | — | $79K | 0.2% | |
| T. Rowe Price Mid-Cap Growth Fund I Class N/A | Other securities | — | — | $66K | 0.1% | |
| Fidelity Investments Multi-Asset Index Fund N/A | Common Collective Trusts | — | — | $64K | 0.1% | |
| Fidelity Investments Treasury Only Money Market Fund N/A | Mutual Funds | — | — | $61K | 0.1% | |
| Neuberger Berman Genesis Fund Class R6 N/A | Other securities | — | — | $57K | 0.1% | |
| Fidelity Investments Small Cap Value Fund N/A | Mutual Funds | — | — | $56K | 0.1% | |
| Fidelity Investments Small Cap Index Fund N/A | Common Collective Trusts | — | — | $44K | <0.1% | |
| American Century Mid Cap Value fund R6 N/A | Mutual Funds | — | — | $33K | <0.1% | |
| Fidelity Investments Real Estate Index Fund N/A | Common Collective Trusts | — | — | $17K | <0.1% | |
| American Funds Capital Income Builder Fund R6 N/A | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES, LLC | 62-1700633 | — | CONSULTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | BROKER/ADVISER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES LLC | — | HENDERSONVILLE, TN | CONTRACT ADMIN | $8K | — |
