How big is AULL & Monroe, Inc.'s plan?

AULL & Monroe, Inc.'s plan reported $4.7M in assets and 3 participants for 2025.

Original filing (PDF)20260304165757NAL0003187505001

AULL & Monroe, Inc.

Name: AULL & Monroe, Inc. — AULL & Monroe, Inc. 401(k), Form 5500 (2025)
Creator: AULL & Monroe, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AULL & Monroe, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AULL & Monroe, Inc.'s AULL & Monroe, Inc. 401(k) Profit Sharing Plan & Trust held $4.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Jamie Thuss signed AULL & Monroe, Inc.'s 2025 Form 5500 as plan administrator.

Jamie Thuss — 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

AULL & Monroe, Inc.'s EIN is 63-1010275.

EIN 63-1010275

Plan number 001

Plan year 2025

ACK ID 20260304165757NAL0003187505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AULL & Monroe, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AULL & Monroe, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AULL & MONROE, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

AULL & MONROE, INC.

EIN

all filings

Address

3658 COLLEGE LN S · MOBILE, AL · 36608

Phone

(251) 342-3339

Industry

Finance & Insurance

Plan administrator