Stewart Kuehne signed Monarch Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monarch Enterprises, Inc.'s EIN is 73-6502479.
Download the official 2024 Form 5500 (PDF) for Monarch Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monarch Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $1.6M | 13.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 12.5% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $1.1M | 9.6% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $864K | 7.7% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $858K | 7.6% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $661K | 5.9% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $577K | 5.1% | |
| Fidelity Government Market K6 | Mutual Funds | — | — | $488K | 4.3% | |
| BlackRock Equity Dividend Fund IS | Other securities | — | — | $436K | 3.9% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $416K | 3.7% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $373K | 3.3% | |
| JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $336K | 3.0% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $336K | 3.0% | |
| Fidelity Advisor New Insights I | Mutual Funds | — | — | $325K | 2.9% | |
| Fidelity Advisor International Discovery I | Mutual Funds | — | — | $210K | 1.9% | |
| Notes Receivables From Participants | Other securities | — | — | $176K | 1.6% | |
| JP Morgan International Value R6 | Other securities | — | — | $163K | 1.4% | |
| BlackRock High Equity Income IS | Other securities | — | — | $147K | 1.3% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $132K | 1.2% | |
| Columbia Small Cap Index IS 2 | Other securities | — | — | $132K | 1.2% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $125K | 1.1% | |
| FKLN High Income R6 | Other securities | — | — | $84K | 0.7% | |
| MFS Value R4 | Mutual Funds | — | — | $46K | 0.4% | |
| Fidelity Freedom Index 2010 IPR | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity Midium Cap Index | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity Advisor Strategic Income I | Mutual Funds | — | — | $40K | 0.4% | |
| Metwest Low Duration Bond I | Other securities | — | — | $38K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $36K | 0.3% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $35K | 0.3% | |
| Metwest Total Rtn Bond I | Other securities | — | — | $27K | 0.2% | |
| JP Morgan Midium Cap Growth R6 | Other securities | — | — | $24K | 0.2% | |
| Fidelity Advisor Small Cap I | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Freedom Index Income IPR | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $744 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
