How big is Monarch Performance Group, LLC's plan?

Monarch Performance Group, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250724100103NAL0002547251001

Monarch Performance Group, LLC

Name: Monarch Performance Group, LLC — Monarch Performance, Form 5500 (2024)
Creator: Monarch Performance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Performance Group, LLC 401(k) Plan

401(k) retirement plan · Monarch Performance Group, LLC's Monarch Performance Group, LLC 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Monarch Performance Group, LLC's EIN is 48-1265744.

EIN 48-1265744

Plan number 001

Plan year 2024

ACK ID 20250724100103NAL0002547251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monarch Performance Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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