Original filing (PDF)20250705181620NAL0005752290001

MONARCH WEALTH MANAGEMENT, INC.

Name: MONARCH WEALTH MANAGEMENT, INC. — MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MONARCH WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MONARCH WEALTH MANAGEMENT, INC.

EIN

82-3220651all filings

Address

2806 FLINTROCK TRACE, SUITE 103 · LAKEWAY, TX · 78738

Phone

(512) 745-5441

Industry