Monroe, Sweeris & Tromp, PLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Monroe, Sweeris & Tromp, PLC
  • Sponsor EIN: 382621598
  • Sponsor Address: 6617 CROSSING DRIVE STE 100, GRAND RAPIDS, MI, 495087358
  • Plan Type: DC
  • Total Participants: 16
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$2.8M$174,381$150,922
202311$4.2M$163,957$131,064
202211$3.5M$155,356$124,122

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