Brian Paulen signed West Monroe Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Monroe Partners, Inc.'s EIN is 46-1586202.
Download the official 2024 Form 5500 (PDF) for West Monroe Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Monroe Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413433 | — | ACCOUNTANT | $16K | — |
| BAKER TILLY US LLP | 30-1413443 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $7K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $357.4M | 49.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $62.7M | 8.6% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $47.4M | 6.5% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $39.2M | 5.4% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.0M | 4.7% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $27.3M | 3.8% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $24.8M | 3.4% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $22.8M | 3.1% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $16.5M | 2.3% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $16.5M | 2.3% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $11.3M | 1.6% | |
| Prin Equity Income Inst Fund | Other securities | — | — | $9.5M | 1.3% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.2% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $8.7M | 1.2% | |
| BlackRock Total Ret Bd Cl 6 Fd | Other securities | — | — | $5.5M | 0.8% | |
| JP Morgan Sm Cap Value R6 Fund | Other securities | — | — | $5.4M | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.7% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.7% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $5.1M | 0.7% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $4.7M | 0.6% | |
| JP Morgan Mid Cap Value R6 Fd | Other securities | — | — | $3.8M | 0.5% | |
| AB US Lg Cp Gr CIT W Srs P1 | Common Collective Trusts | — | — | $3.1M | 0.4% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $3.1M | 0.4% | |
| JanusHenderson Triton N | Other securities | — | — | $3.0M | 0.4% | |
| VGD TRGT RTMT 2070 TRUST II | Other securities | — | — | $2.2M | 0.3% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.3% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $1.3M | 0.2% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | — | $1.1M | 0.2% | |
| West Monroe Ent Inc Common Stk | Common Stocks | — | — | $939K | 0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $939K | 0.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $895K | 0.1% | |
| GLOBAL ALLOCATION R FUND GREAT GRAY TRUST COMPANY · EIN 26-3783885 / PN 940 | Common Collective Trust | — | — | $0 | <0.1% |
