How big is Monarch Wealth Strategies' plan?

Monarch Wealth Strategies' plan reported $2.1M in assets and 10 participants for 2025.

Original filing (PDF)20260406113545NAL0009929360001

Monarch Wealth Strategies

Name: Monarch Wealth Strategies — Monarch Wealth, Form 5500 (2025)
Creator: Monarch Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Wealth Strategies 401(k) Plan

401(k) retirement plan · Monarch Wealth Strategies' Monarch Wealth Strategies 401(k) Plan held $2.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Aaron Clark signed Monarch Wealth Strategies' 2025 Form 5500 as plan administrator.

Aaron Clark — 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

Monarch Wealth Strategies' EIN is 36-4641092.

EIN 36-4641092

Plan number 001

Plan year 2025

ACK ID 20260406113545NAL0009929360001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monarch Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Monarch Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONARCH WEALTH STRATEGIES.

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Plan health score

Top-tier plan health

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

Helping the score