Julie Shields Monroe signed Monroe Financial Group, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Financial Group, LLC's EIN is 30-0711832.
Download the official 2025 Form 5500 (PDF) for Monroe Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Monroe Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
