Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Monroe Savings and Loan Association
EIN 21-0517406bankingLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 33 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
MONROE SAVINGS AND LOAN ASSOCIATION PENSION PLAN
Money purchase
Assets$1.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MONROE SAVINGS BANK 401(K) PLAN
401(k)
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONROE SAVINGS AND LOAN ASSOCIATION PENSION PLAN | Money purchase | $1.5M | 18 | 2024 | |
| 002 | MONROE SAVINGS BANK 401(K) PLAN | 401(k) | $1.1M | 15 | 2025 |
Retirement plans