Department of Labor filing

MONROE CAPITAL LLC

MONROE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$6,844

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

242

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$471 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 33.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $1,290 · based on 359 comparable plans

Lower reported administrative expense2nd percentileTypical peer $127 · based on 384 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MONROE CAPITAL LLC reported $1,656,310 in employer contributions across the plan and 242 active participants. That works out to $6,844 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 2.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,656,310
Participant contributions: $3,638,588
Other contributions: $1,058,966
Employer share of reported contributions: 31.3%
Beginning assets: $30,914,165
Ending assets: $41,392,698
Ending net assets: $41,392,698
Ending liabilities: $0
Total income: $11,859,164
Total expenses: $1,380,631
Administrative expenses: $113,050
Participant loans: $203,528

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,408

2023

$6,755

2024

$6,844

Plan-paid administrative expenses per participant

2022

$481

2023

$408

2024

$471

Active participants

2022

199

2023

212

2024

242

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,844	242	41.4M	20251008130702NAL0003026531001
2023	$6,755	212	30.9M	20240923041103NAL0011017665001
2022	$5,408	199	22.5M	20230919121316NAL0001269890001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 201790541-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2005
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2K2F2G3D2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA RETIREMENT INSURANCE AND ANNUI	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008130702NAL0003026531001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗