Melanie Williams signed Monroe Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Energy, LLC's EIN is 45-5201144.
Download the official 2024 Form 5500 (PDF) for Monroe Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Energy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $38.1M | 20.5% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $20.0M | 10.7% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $15.2M | 8.1% | |
| FIAM CORE PLUS CL F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $11.9M | 6.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $8.7M | 4.7% | |
| T. Rowe Price Target 2050 | Other securities | — | — | $8.6M | 4.6% | |
| T. Rowe Price Target 2035 | Other securities | — | — | $8.0M | 4.3% | |
| T. Rowe Price Target 2030 | Other securities | — | — | $7.7M | 4.1% | |
| T. Rowe Price Target 2040 | Other securities | — | — | $7.3M | 3.9% | |
| T. Rowe Price Target 2055 | Other securities | — | — | $6.8M | 3.6% | |
| T. Rowe Price Target 2045 | Other securities | — | — | $5.6M | 3.0% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $5.5M | 3.0% | |
| Principal MidCap Fund | Other securities | — | — | $5.5M | 2.9% | |
| Oakmark International | Other securities | — | — | $4.6M | 2.5% | |
| JPMorgan Mid Cap Value Fund Class L | Other securities | — | — | $4.0M | 2.1% | |
| Participant loans | Participant loans | — | — | $3.4M | 1.8% | |
| AF Europac Growth R6 | Other securities | — | — | $3.4M | 1.8% | |
| T. Rowe Price Target 2025 | Other securities | — | — | $3.3M | 1.8% | |
| T. Rowe Price New Horizons | Other securities | — | — | $3.3M | 1.8% | |
| T. Rowe Price Target 2060 | Other securities | — | — | $2.7M | 1.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.6M | 1.4% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.3M | 1.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.2M | 1.2% | |
| Vanguard Total International Stk Index | Mutual Funds | — | — | $2.1M | 1.1% | |
| PGIM High Yield R6 | Other securities | — | — | $1.2M | 0.7% | |
| T. Rowe Price Target 2020 | Other securities | — | — | $1.2M | 0.6% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $651K | 0.3% | |
| Invesco Developing Markets Fund Class R6 | Mutual Funds | — | — | $466K | 0.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $50K | <0.1% | |
| T. Rowe Price Target 2065 I | Other securities | — | — | $41K | <0.1% | |
| T. Rowe Price Target 2005 | Other securities | — | — | $33K | <0.1% | |
| T. Rowe Price Target 2015 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
