Original filing (PDF)20250923052550NAL0006825744001

TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC

Name: TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC — TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC.

Plan sponsor

Name

TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC

EIN

85-1309351all filings

Address

7824 ESTERO BOULEVARD · FT. MYERS BEACH, FL · 33931

Phone

(239) 821-4800

Industry

Real Estatesee all

Plan administrator