Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONARCH SOLUTIONS, INC.
EIN 37-1646337insuranceLatest filing 2025
Plans
2
Retirement
2
$403K assets
Welfare
0
Participants
10
6870 ROTE RD SUITE 103, SUITE 103 - ROCKFORD, IL 61107815-847-6229monarchsolutionsinc.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $403K assets / 10 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
MONARCH SOLUTIONS CASH BALANCE PENSION PLAN
CashBalance
Assets$213K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MONARCH SOLUTIONS, INC. 401(K) PLAN
401k
Assets$190K
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 | MONARCH SOLUTIONS CASH BALANCE PENSION PLAN | CashBalance | $213K | 4 | 2024 | |
| 001 | MONARCH SOLUTIONS, INC. 401(K) PLAN | 401k | $190K | 6 | 2025 |
Retirement plans