The Monroe Institute 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Monroe Institute
  • Sponsor EIN: 900681223
  • Sponsor Address: 365 ROBERTS MOUNTAIN RD., FABER, VA, 229382317
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$1,472$7,391
202432$221,317$1,694$8,873
202333$178,900$1,056$5,711
202225$142,323$1,323$4,320

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