Jackie Ayers signed Monarch's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monarch's EIN is 56-1326126.
Download the official 2024 Form 5500 (PDF) for Monarch from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monarch's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANLEY BENEFIT SERVICES INC | 20-4006400 | — | NONE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.1M | 97.2% |
