Seth Larner signed Monarch Communities Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monarch Communities Management LLC's EIN is 85-2984810.
Download the official 2024 Form 5500 (PDF) for Monarch Communities Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monarch Communities Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 93.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $410K | 18.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $330K | 15.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $322K | 14.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $253K | 11.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $174K | 7.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $121K | 5.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $85K | 3.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $73K | 3.3% | |
| Voya Fixed Account | Other securities | — | — | $71K | 3.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $71K | 3.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $55K | 2.5% | |
| Notes receivable from participants | Other securities | — | — | $40K | 1.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $30K | 1.3% | |
| American Century Ultra Fund R6 | Other securities | — | — | $27K | 1.3% | |
| Loomis Sayles Small Cap Growth Fund N | Other securities | — | — | $25K | 1.1% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $22K | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $22K | 1.0% | |
| American Century Mid Cap Value Fund R6 | Other securities | — | — | $9K | 0.4% | |
| Vanguard Equity Income Fund Investment | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Equity Income Fund Inv | Mutual Funds | — | — | $6K | 0.3% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| Thornburg Strategic Income Fund R6 | Other securities | — | — | $4K | 0.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $3K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Adv Intl Cap Apprec Z | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Inf Prt Bond Index Fund | U.S. Treasuries | — | — | $2K | <0.1% | |
| Allspring Spec Small Cap VI Fund R6 | Other securities | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
