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Original filing (PDF)20251015122339NAL0002401923001
WEST MONROE PARTNERS, INC.
Form 5500
FILING_RECEIVED
WEST MONROE PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
1,588
Accounts w/ balance
2,481
Plan assets (EOY)
$726.7M
Net assets (EOY)
$726.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Participant Loans" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST MONROE PARTNERS, INC..
Plan sponsor
Name
WEST MONROE PARTNERS, INC.
EIN
46-1586202
Address
311 WEST MONROE ST · 14TH FLOOR · CHICAGO, IL · 606064659
Phone
(312) 602-4000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $158K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413433 | — | ACCOUNTANT | $16K | — |
| BAKER TILLY US LLP | 30-1413443 | — | ACCOUNTANT | $7K | — |
Investments
18 direct securities · 16 pooled funds· $746.8M(100% of reported assets)
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.
Uncategorized
$503.1M
18 holdings
Common Collective Trust
$243.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant Loans | — | — | — | $357.4M | 49.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $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 | — | — | — | $16.5M | 2.3% | |
| Vanguard 500 Index Admiral Fd | — | — | — | $11.3M | 1.6% | |
| Prin Equity Income Inst Fund | — | — | — | $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 | — | — | — | $8.7M | 1.2% | |
| BlackRock Total Ret Bd Cl 6 Fd | — | — | — | $5.5M | 0.8% | |
| JP Morgan Sm Cap Value R6 Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $4.7M | 0.6% | |
| JP Morgan Mid Cap Value R6 Fd | — | — | — | $3.8M | 0.5% | |
| AB US Lg Cp Gr CIT W Srs P1 | — | — | — | $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 | — | — | — | $3.0M | 0.4% | |
| VGD TRGT RTMT 2070 TRUST II | — | — | — | $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 | — | — | — | $1.3M | 0.2% | |
| BlackRock Infl Pro Bd K Fd | — | — | — | $1.1M | 0.2% | |
| West Monroe Ent Inc Common Stk | — | — | — | $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 | — | — | — | $895K | 0.1% | |
| GLOBAL ALLOCATION R FUND GREAT GRAY TRUST COMPANY · EIN 26-3783885 / PN 940 | Common Collective Trust | — | — | $0 | <0.1% |