AUMdb

Monroe Capital Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Monroe Capital Llc · EIN 201790541 · Plan #001

Total assets
$41.4M
Net assets
$41.4M
Active participants
242
With balances
259

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
Sageview Advisory Group, Llc Other fees $0
Ascensus C/O Futureplan Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0