Monroe Group, Ltd.'s EIN is 32-0589349.
Download the official 2024 Form 5500 (PDF) for Monroe Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Group, Ltd.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Bond fund of America R6 75,204.918 units | Mutual Funds | — | $75K | $838K | 18.1% | |
| Fidelity 500 Index Fund 3,803.262 units | Common Collective Trusts | — | $4K | $777K | 16.8% | |
| Vanguard Total Intl Stock Index Admiral 20,287.453 units | Mutual Funds | — | $20K | $643K | 13.9% | |
| JPMorgan Equity Income R6 18,523.073 units | Other securities | — | $19K | $443K | 9.6% | |
| MFS Growth R6 2,111.291 units | Mutual Funds | — | $2K | $430K | 9.3% | |
| Standard Ins Co Stable Asset Fund D 12,358.501 units | Common Stocks | — | $12K | $407K | 8.8% | |
| American Funds American Balanced R6 7,119.731 units | Mutual Funds | — | $7K | $245K | 5.3% | |
| Fidelity Small Cap Index Fd Instl Premium CL 7,804.441 units | Mutual Funds | — | $8K | $216K | 4.7% | |
| JHancock Disciplined Value Mid Cap R6 7,530.100 units | Other securities | — | $8K | $203K | 4.4% | |
| MFS Mid Cap Growth R5 5,906.827 units | Mutual Funds | — | $6K | $186K | 4.0% | |
| Notes receivable from participants 8.50% $0 | Bonds / Notes | — | — | $120K | 2.6% | |
| JPMorgan US Equity R6 1,885.266 units | Other securities | — | $2K | $47K | 1.0% | |
| Fidelity Mid Cap Index Fd 1,269.515 units | Mutual Funds | — | $1K | $43K | 0.9% | |
| JPMorgan Small Cap Growth R6 354.493 units | Other securities | — | — | $8K | 0.2% | |
| Franklin Small Cap Value R6 34.204 units | Mutual Funds | — | — | $2K | <0.1% | |
| MFS International Growth R5 47.665 units | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
