Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
GREGORY P MUNROE
EIN 03-0535347Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
16
346 COMMERCIAL ST - BOSTON, MA 021091123617-600-5491
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GREGORY P MUNROE 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREGORY P MUNROE 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.3M | 8 | 2024 | |
| 002 | MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.6M | 8 | 2024 |
Retirement plans