How big is Monarch Wealth's plan?

Monarch Wealth's plan reported $138K in assets and 6 participants for 2024.

Original filing (PDF)20251015110438NAL0002185715001

Monarch Wealth

Name: Monarch Wealth — Monarch Wealth & Retirement, Form 5500 (2024)
Creator: Monarch Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Wealth & Retirement Strategies 401(k) Plan

401(k) retirement plan · Monarch Wealth's Monarch Wealth & Retirement Strategies 401(k) Plan held $138K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Shawn McElderry signed Monarch Wealth's 2024 Form 5500 as plan administrator.

Shawn McElderry — 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

Monarch Wealth's EIN is 84-1884585.

EIN 84-1884585

Plan number 001

Plan year 2024

ACK ID 20251015110438NAL0002185715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monarch Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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