Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFF MONKEN ENTERPRISES, LLC
EIN 27-1480695Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
11
1001 PARTRIDGE PLACE - WEST POINT, NY 109966160845-938-2323
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 11 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#002
JEFF MONKEN ENTERPRISES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFF MONKEN ENTERPRISES, LLC, 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFF MONKEN ENTERPRISES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.0M | 5 | 2024 | |
| 001 | JEFF MONKEN ENTERPRISES, LLC, 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 6 | 2025 |
Retirement plans