AUMdb

Monarch Landscape Companies 401(k) Plan

Sponsored by Monarch Landscape Holdings, Llc · EIN 473833472 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
3,359
With balances
391

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
Brighton Jones Llc CRD 108601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $60,566
Brighton Jones Llc Investment advisory (plan) $50,322