How big is Monroe Realty Group, LLC's plan?

Monroe Realty Group, LLC's plan reported $64K in assets for 2024.

Original filing (PDF)20250418155949NAL0004803600001

Monroe Realty Group, LLC

Name: Monroe Realty Group, LLC — Windermere Real Estate, Form 5500 (2024)
Creator: Monroe Realty Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Real Estate Monroe Retirement Plan

401(k) retirement plan · Monroe Realty Group, LLC's Windermere Real Estate Monroe Retirement Plan reported $64K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan identifiers

Monroe Realty Group, LLC's EIN is 47-2602219.

EIN 47-2602219

Plan number 001

Plan year 2024

ACK ID 20250418155949NAL0004803600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monroe Realty Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monroe Realty Group, LLC's 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 MONROE REALTY GROUP, LLC.

Finding similar companies…

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