How big is MONK & Associates, Inc.'s plan?

MONK & Associates, Inc.'s plan reported $4.0M in assets and 8 participants for 2025.

Original filing (PDF)20260519115647NAL0001290288001

MONK & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

MONK & Associates 401(k) Plan

401(k) retirement plan · MONK & Associates, Inc.'s MONK & Associates 401(k) Plan held $4.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

MONK & Associates, Inc.'s EIN is 80-0056263.

EIN 80-0056263

Plan number 001

Plan year 2025

ACK ID 20260519115647NAL0001290288001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

MONK & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MONK & ASSOCIATES, INC.

EIN

all filings

Address

1136 SARANAP AVENUE, SUITE Q · WALNUT CREEK, CA · 94595

Phone

(925) 947-4867

Industry

Professional & Technical Services

Plan administrator