Assets by plan
Share of aggregate retirement assets
Filings through .
Susan Monus
EIN 54-2096800Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
3
28774 SEA RANCH WAY - MALIBU, NV 902654217310-589-2477
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 3 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SUSAN MONUS DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.4M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SUSAN MONUS PROFIT SHARING PLAN AND TRUST
Profit-sharing
Assets$1.1M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SUSAN MONUS DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.4M | 1 | 2025 |
| #001 | SUSAN MONUS PROFIT SHARING PLAN AND TRUST | Profit-sharing | $1.1M | 2 | 2025 |
- #002 · Traditional DB · 20251
- #001 · Profit-sharing · 20252
Retirement plans