Monarch Casino & Resort, Inc. 401 K Plan
Sponsored by Monarch Casino & Resort, Inc. · EIN 880300760 · Plan #001
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 3,378
- With balances
- 1,235
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Palisade Investments, Llc CRD 124776 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $87,830 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,086 |
| Palisade Investments Llc | Investment advisory (plan) | $20,000 |