Monarch Trophy 401(k) Plan
Sponsored by Drago Investments, Ltd · EIN 742994264 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 123
- With balances
- 164
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 |
|---|---|---|
| Global Wealth Advisors Llc CRD 139101 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Contract administrator, Recordkeeping, Recordkeeping fees | $13,282 |
| Global Wealth Advisors, Llc | Investment advisory (participants) | $0 |