How big is Robert Monroe Interest LLC's plan?

Robert Monroe Interest LLC's plan reported $1.0M in assets and 24 participants for 2024.

Original filing (PDF)20250429062321NAL0000519362001

Robert Monroe Interest LLC

Name: Robert Monroe Interest LLC — Robert Monroe Interest, Form 5500 (2024)
Creator: Robert Monroe Interest LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Monroe Interest LLC 401(k) Plan

401(k) retirement plan · Robert Monroe Interest LLC's Robert Monroe Interest LLC 401(k) Plan held $1.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jason Kramer signed Robert Monroe Interest LLC's 2024 Form 5500 as plan administrator.

Jason Kramer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert Monroe Interest LLC's EIN is 26-0855728.

EIN 26-0855728

Plan number 001

Plan year 2024

ACK ID 20250429062321NAL0000519362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Monroe Interest LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Monroe Interest LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT MONROE INTEREST LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off