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AllocatorsInvestment consultantinvestment consultant

Monroe Vos Consulting, Inc

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a95f3c63-982c-4dc2-b925-5c32bab99c59

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MONROE VOS CONSULTING, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $4.3BForm ADV
Pension plan clients (ADV): 19
Government clients (ADV): 5
Recommended commitments: 0derived
Latest client year end: Jun 30, 2023
CRD: 107315

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Integris Health, Inc Retirement Plan B	actuary	Jul 1, 2022	Jun 30, 2023	no	fact
Integris Health, Inc. Retirement Plan a	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Integris Health, Inc. Retirement Plan a	actuary	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (2)

← Integris Health, Inc Retirement Plan BPlanactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Integris Health, Inc. Retirement Plan aPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
Mercer no longer appears on Integris Health, Inc Retirement Plan B's Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 3 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:a95f3c63-982c-4dc2-b925-5c32bab99c59
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Monroe Vos Consulting, Inc

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a95f3c63-982c-4dc2-b925-5c32bab99c59

Plan

Role

From

Current

Evidence

Integris Health, Inc Retirement Plan B

actuary

Jul 1, 2022

Jun 30, 2023

fact

Integris Health, Inc. Retirement Plan a

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Integris Health, Inc. Retirement Plan a

actuary

Jul 1, 2022

Jun 30, 2023

fact