Monroe Engineering, Llc 401(k) Plan
Sponsored by Monroe Engineering, Llc · EIN 452068187 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 735
- With balances
- 380
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Creative Planning Holdco, Llc | Recordkeeping, Trustee (institutional), Other services | $52,080 |
| Mesirow Financial Inc | Recordkeeping, Trustee (institutional), Other services | $14,223 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,579 |