How big is Monevate, LLC.'s plan?

Monevate, LLC.'s plan reported $1.6M in assets and 18 participants for 2025.

Original filing (PDF)20260423221002NAL0002832227018

Monevate, LLC.

Name: Monevate, LLC. — Monevate, LLC. 401(k) Plan, Form 5500 (2025)
Creator: Monevate, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monevate, LLC. 401(k) Plan

401(k) retirement plan · Monevate, LLC.'s Monevate, LLC. 401(k) Plan held $1.6M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Monevate, LLC.'s EIN is 86-3340764.

EIN 86-3340764

Plan number 001

Plan year 2025

ACK ID 20260423221002NAL0002832227018

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monevate, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

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