Sponsor portfolio
MONERE INVESTMENTS, INC.
EIN 36-4401708financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.4M assets
Welfare
0
Participants
20
20 MARTINGALE ROAD, SUITE 450 - SCHAUMBURG, IL 60173312-585-3842monereinvestments.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONERE INVESTMENTS, INC 401(K) PLAN | 401k | $5.4M | 20 | 2025 |
Retirement plans