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Products & Services
About Monarch Plan
Monark 401k is the next generation of plan advisors offering ongoing education, ideas, and fiduciary guidance. Monarch Plan is listed as a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Simi Valley, California, United States, operating in Financial Services and employing 6-10 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Monarch Plan is one of 455,764 Financial companies listed in California.
Business Contact Information
- Phone
- +1 (800) 5183271
- Website
- monarch401k.com
- Address
- 3355 Cochran St, Simi Valley, California, 93065, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 10 (6-10)
- Annual Revenue
- $1.3M ($1M-$5M)
Monarch Plan: frequently asked questions
What does Monarch Plan do?
Monark 401k is the next generation of plan advisors offering ongoing education, ideas, and fiduciary guidance.
Where is Monarch Plan located?
Monarch Plan is headquartered at 3355 Cochran St, Simi Valley, California, 93065, United States.
How many employees does Monarch Plan have?
Monarch Plan has about 10 employees (the 6-10 range).
What is Monarch Plan's annual revenue?
Monarch Plan's annual revenue is estimated at $1.3M (the $1M-$5M range).
What industry is Monarch Plan in?
Monarch Plan is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Monarch Plan?
Its website is monarch401k.com and its phone number is +1 (800) 5183271.
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In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
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