How big is Monroe Medicine PC's plan?

Monroe Medicine PC's plan reported $237K in assets and 23 participants for 2023.

Original filing (PDF)20240522220251NAL0007619360025

Monroe Medicine PC

Name: Monroe Medicine PC — Monroe Medicine PC 401(k) Plan, Form 5500 (2023)
Creator: Monroe Medicine PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monroe Medicine PC 401(k) Plan

401(k) retirement plan · Monroe Medicine PC's Monroe Medicine PC 401(k) Plan held $237K in plan assets for 23 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

Monroe Medicine PC's EIN is 92-0778299.

EIN 92-0778299

Plan number 001

Plan year 2023

ACK ID 20240522220251NAL0007619360025

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Monroe Medicine PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Monroe Medicine PC'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 MONROE MEDICINE PC.

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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

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).

Plan sponsor

Name

MONROE MEDICINE PC

EIN

all filings

Address

7600 BURNET RD · 350 · AUSTIN, TX · 78757

Phone

(913) 980-2957

Industry

Other Services (ex. Public Admin)

Plan administrator