Back to filter
Original filing (PDF)20250618120043NAL0005698946001
MONSEES & MAYER, P.C.
Form 5500-SF
FILING_RECEIVED
MONSEES & MAYER 401(K) PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONSEES & MAYER, P.C..
Plan sponsor
Name
MONSEES & MAYER, P.C.
EIN
43-1718340
Address
4717 GRAND AVENUE · KANSAS CITY, MO · 64112
Phone
(816) 361-5555
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
RICHARDSON OBER, LLP
RICHARDSON OBER, LLP 401(K) PLAN & TRUST
$3.9M · 13 participants
SCHUMANN AREVALO LLP
SCHUMANN AREVALO LLP 401K & PROFIT SHARING PLAN
$3.9M · 28 participants
GILCHRIST TINGLEY, P.C.
GILCHRIST TINGLEY, P.C. PROFIT SHARING/401(K) PLAN
$3.9M · 4 participants
EVEY BLACK ATTORNEYS LLC
EVEY BLACK ATTORNEYS LLC 401(K) PLAN
$3.9M · 16 participants
RJ RANGER CORPORATION
RJ RANGER CORPORATION PROFIT SHARING PLAN
$3.9M · 2 participants
LAWYERS ALLIANCE FOR NEW YORK
403(B) THRIFT PLAN FOR EMPLOYEES OF LAWYERS ALLIANCE FOR NEW YORK
$3.9M · 15 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B