Original filing (PDF)20250529171618NAL0007537601001

MONARCH SERVICES

Name: MONARCH SERVICES — MONARCH SERVICES 403(B) PLAN, Form 5500 (2024)
Creator: MONARCH SERVICES

Form 5500-SF

FILING_RECEIVED

MONARCH SERVICES 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONARCH SERVICES.

Plan sponsor

Name

MONARCH SERVICES

EIN

94-2462783

Address

233 E. LAKE AVE. · WATSONVILLE, CA · 950764716

Phone

(831) 722-4989

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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