Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Monarch Plan Advisors
Monarch Plan Advisors
- Service provider, as named on Schedule C
- EIN 463919960
- Plan year 2024
- Direct compensation reported $304,778
Assets of those plans
$280,733,273
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$304,778
91% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| PCF 401(k) Plan | PCF Insurance Services of the West | $109,101,355 | 1,935 | $30,552 |
| Tireco, Inc. 401(k) Profit Sharing Plan | Tireco | $45,539,463 | 969 | $37,500 |
| Nexon America, Inc. 401(k) Retirement Savings Plan | Nexon America | $42,379,478 | 590 | $81,474 |
| Anonymous Content, LLC 401(k) Plan and Trustrecordkeeper | Anonymous Content | $18,330,237 | 196 | $41,701 |
| The Third Floor, Inc. 401(k) Plan | Third Floor | $15,514,362 | 190 | $35,189 |
| Gordon Brush MFG. Co., Inc. Profit Sharing 401(k) Plan | Gordon Brush MFG. | $10,765,473 | 181 | $10,053 |
| Smart Energy Systems, Inc. 401k Planrecordkeeper | Smart Energy Systems Inc. DBA Smart Energy Water | $10,255,718 | 145 | $23,756 |
| TR Apparel, LLC 401(k) Plan | TR Apparel | $9,374,078 | 120 | $0 |
| Microtec Inc 401(k) Retirement Plan | Microtec | $8,817,332 | 95 | $12,567 |
| Townsend Industries, Inc. Profit Sharing Planrecordkeeper | Knit-rite | $6,554,596 | 207 | $13,639 |
| Gitibin & Associates, LLC DBA GO Rentals, Inc. 401(k) Plan | Gitibin & Associates LLC DBA GO Rentals | $4,101,181 | 306 | $18,347 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.