How big is Monarch Plan Advisors' plan?

Monarch Plan Advisors' plan reported $341K in assets and 13 participants for 2025.

Original filing (PDF)20260518181542NAL0000166899001

Monarch Plan Advisors

Name: Monarch Plan Advisors — Monarch Plan Advisors, Form 5500 (2025)
Creator: Monarch Plan Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Plan Advisors Retirement Plan

401(k) retirement plan · Monarch Plan Advisors' Monarch Plan Advisors Retirement Plan held $341K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

Plan identifiers

Monarch Plan Advisors' EIN is 46-3919960.

EIN 46-3919960

Plan number 001

Plan year 2025

ACK ID 20260518181542NAL0000166899001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monarch Plan Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Monarch Plan Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONARCH PLAN ADVISORS.

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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

Knocking points off