Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONROE FEDERAL SAVINGS & LOAN ASSOCIATION
EIN 31-0381740bankingLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
60
24 EAST MAIN STREET - TIPP CITY, OH 45371937-667-8461monroefederal.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 60 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
MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
401k
Assets$2.5M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$467K
Participants25
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 | MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | 401k | $2.5M | 35 | 2025 | |
| 003 | MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $467K | 25 | 2024 |
Retirement plans