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Sponsor portfolio

MUNRO ASSOCIATES, LLC

EIN 83-2236376-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
116
885 BUFFINTON ST - SOMERSET, MA 02726401-618-4886
Plans on this EIN
2 filings
#002ESOP-$2.9M - 41 part#001401k-$471K - 75 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • THE VAULT 401(K) (#001)14%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE VAULT 401(K) (#001)75
  • EMPLOYEE STOCK OWNERSHIP (#002)41
Total 116Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE VAULT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MUNRO ASSOCIATES LLC DBA THE VAULT 401(K) PLAN

401k

Assets$471K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE VAULT EMPLOYEE STOCK OWNERSHIP PLANESOP$2.9M412025
001MUNRO ASSOCIATES LLC DBA THE VAULT 401(K) PLAN401k$471K752025
Retirement plans
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