Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$2.3M
Filings through .
Gregory P Munroe
EIN 03-0535347Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GREGORY P MUNROE 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$2.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GREGORY P MUNROE 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $2.3M | 8 | 2024 |
| #002 | MUNROE MORROW WEALTH MANAGEMENT CASH BALANCE PLAN | Cash balance | $1.6M | 8 | 2024 |
- #001 · 401(k) · 20248
- #002 · Cash balance · 20248
Retirement plans