How big is Monroe Educational Foundation's plan?

Monroe Educational Foundation's plan reported $360K in assets and 11 participants for 2024.

Original filing (PDF)20251203155849NAL0001312160001

Monroe Educational Foundation

Name: Monroe Educational Foundation — Retirement Plan for, Form 5500 (2024)
Creator: Monroe Educational Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Plan for the Faculty of River Oaks School

403(b) retirement plan · Monroe Educational Foundation's Retirement Plan for the Faculty of River Oaks School held $360K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Gareld Dewitt signed Monroe Educational Foundation's 2024 Form 5500 as plan administrator.

Gareld Dewitt — 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

Monroe Educational Foundation's EIN is 72-0681134.

EIN 72-0681134

Plan number 001

Plan year 2024

ACK ID 20251203155849NAL0001312160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monroe Educational Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monroe Educational Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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