How big is Julie Monroy, DDS, PC's plan?

Julie Monroy, DDS, PC's plan reported $276K in assets and 4 participants for 2024.

Original filing (PDF)20250815083225NAL0029809186001

Julie Monroy, DDS, PC

Name: Julie Monroy, DDS, PC — Julie Monroy, DDS, PC 401(k), Form 5500 (2024)
Creator: Julie Monroy, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie Monroy, DDS, PC 401(k) Plan

401(k) retirement plan · Julie Monroy, DDS, PC's Julie Monroy, DDS, PC 401(k) Plan held $276K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Julie Monroy signed Julie Monroy, DDS, PC's 2024 Form 5500 as plan administrator.

Julie Monroy — 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

Julie Monroy, DDS, PC's EIN is 47-4155377.

EIN 47-4155377

Plan number 001

Plan year 2024

ACK ID 20250815083225NAL0029809186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie Monroy, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie Monroy, DDS, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIE MONROY, DDS, PC.

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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