AUMdb

Monarch 403(b) Plan

Sponsored by Monarch · EIN 561326126 · Plan #002

Total assets
$14.6M
Net assets
$14.6M
Active participants
1,716
With balances
2,349

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stanley Benefit Services Inc Trustee (individual), Trustee (institutional), Other fees $27,921