Form 5500 Search

FORMULATE FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
940
Total plan assets
$100.8M
Filings (rows)
1
Direct comp
$100K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MONROE UNIVERSITY, LTD
MONROE UNIVERSITY, LTD RETIREMENT SAVINGS PLAN
BRONX, NY
Other
NONE
940$100.8M$100K
FORMULATE FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search