How big is Foster and Monroe LLC's plan?

Foster and Monroe LLC's plan reported $162K in assets and 4 participants for 2022.

Original filing (PDF)20230511132401NAL0030629697001

Foster and Monroe LLC

Name: Foster and Monroe LLC — Foster and Monroe LLC 401(k), Form 5500 (2022)
Creator: Foster and Monroe LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foster and Monroe LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Foster and Monroe LLC's Foster and Monroe LLC 401(k) Profit Sharing Plan & Trust held $162K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Daniel Frederick signed Foster and Monroe LLC's 2022 Form 5500 as plan administrator.

Daniel Frederick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foster and Monroe LLC's EIN is 46-2995329.

EIN 46-2995329

Plan number 001

Plan year 2022

ACK ID 20230511132401NAL0030629697001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Foster and Monroe LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Foster and Monroe LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score