Robin Nichols signed Monroe Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Engineering, LLC's EIN is 45-2068187.
Download the official 2024 Form 5500 (PDF) for Monroe Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Engineering, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| MESIROW FINANCIAL INC | 36-3194849 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 15.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 9.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 8.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.2M | 7.6% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 6.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $917K | 5.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $783K | 4.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $713K | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $682K | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $649K | 4.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $578K | 3.5% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $463K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $455K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $409K | 2.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $397K | 2.4% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $377K | 2.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $216K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $181K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $169K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $144K | 0.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $53K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
