Filings through Oct 24, 2026.

Retirement plan

Monroe University, Ltd Retirement Savings Plan

Name: MONROE UNIVERSITY, LTD - MONROE UNIVERSITY, LTD RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: MONROE UNIVERSITY, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONROE UNIVERSITY, LTD RETIREMENT SAVINGS PLAN, MONROE UNIVERSITY, LTD

Monroe University, LtdEIN 13-2501225Plan #002PY 2025

2501 JEROME AVENUE, KING HALL - BRONX, NY 10468646-393-8366

Prospect flagsHigh feesLow participation

Top hat statement on fileNQDC

Filed December 27, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$112.1M

+11.3% from 2024

Total participants

1,197

+8.8% from 2024

Average account balance

$142,474

+7.2% from 2024

Annual return

15.20%

+2.53 pp from 2024

Benchmarks

See 315 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort315 peers

Snapshot2025

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Analytics

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
FUTURE CAPITAL2 years Service code 26 · EIN 62-1823351 1110 MARKET STREET · CHATTANOOGA, TN 37402	Advisory (Participants)	$207,391
FORMULATE FINANCIAL LLC2 years Service code 26 2612 DUNRAVEN CT · KISSIMMEE, FL 34743	Advisory (Participants)	$100,000
NWPS7 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106	Recordkeeping	$67,630

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$375K

$365 / participant

Recordkeeping$68K18.0%
Investment mgmt$307K82.0%

% of EOY assets

0.334%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SHAPIRO GOLDSTEIN ARTUSO & RUANE
Auditor EIN: 113335534
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

FUTURE CAPITAL2 years

Service code 26 · EIN 62-1823351

1110 MARKET STREET · CHATTANOOGA, TN 37402

Advisory (Participants)

$207,391

FORMULATE FINANCIAL LLC2 years

Service code 26

2612 DUNRAVEN CT · KISSIMMEE, FL 34743

Advisory (Participants)

$100,000

NWPS7 years

Service code 15 · EIN 91-2090931

4025 DELRIDGE WAY SW · SEATTLE, WA 98106

Recordkeeping

$67,630

Monroe University, Ltd Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Monroe University, Ltd Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion