Monarch Plan Advisors
- Regulatory AUM
- $793M
- Discretionary
- $442M
- Clients
- 130
- Avg AUM / client
- $6.1M
- Accounts
- 130
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 130 | $793M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pcf 401(k) Plan Pcf Insurance Services Of The West, Llc | 2024 | |
| Microtec Inc 401(k) Retirement Plan Microtec Inc. | 2024 | |
| The Third Floor, Inc. 401(k) Plan The Third Floor, Inc. | 2024 | |
| Tireco, Inc. 401(k) Profit Sharing Plan Tireco, Inc. | 2024 | |
| Nexon America, Inc. 401(k) Retirement Savings Plan Nexon America, Inc. | 2024 | |
| Balanced Body 401(k) Plan Balanced Body Inc. | 2024 | |
| Gitibin & Associates, Llc Dba Go Rentals, Inc. 401(k) Plan Gitibin & Associates, Llc Dba Go Rentals | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven T Wilkinson | President, Cco, Member | Oct 2013 (13y) | 75% or more | |
| Michael Fine | Retirement Plan Consultant, Member | CFP | Sep 2017 (9y) | 25% – 50% |
| Ronald Alan Hall | Registered representative | Oct 2023 (3y) | ||
| Adrian Edward Ramirez | Registered representative | May 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pcf 401(k) Plan | Pcf Insurance Services Of The West, Llc | 2,693 | $109M | 01/01/2024 |
| Microtec Inc 401(k) Retirement Plan | Microtec Inc. | 66 | $8.8M | 01/01/2024 |
| The Third Floor, Inc. 401(k) Plan | The Third Floor, Inc. | 198 | $15.5M | 01/01/2024 |
| Tireco, Inc. 401(k) Profit Sharing Plan | Tireco, Inc. | 748 | $45.5M | 01/01/2024 |
| Nexon America, Inc. 401(k) Retirement Savings Plan | Nexon America, Inc. | 187 | $42.4M | 01/01/2024 |
| Balanced Body 401(k) Plan | Balanced Body Inc. | 321 | $18.0M | 01/01/2024 |
| Gitibin & Associates, Llc Dba Go Rentals, Inc. 401(k) Plan | Gitibin & Associates, Llc Dba Go Rentals | 594 | $4.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
Custody
Reported custodians
- Empower Financial Services, Inc. $284M (36% of AUM) Jul 2026
- Fidelity Brokerage Services $207M (26% of AUM) Jul 2026
- Adp Broker Dealer, Inc. $102M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗