Plan Snapshot
- Plan Sponsor: Monarch Enterprises, INC.
- Sponsor EIN: 736502479
- Sponsor Address: 12515 WILLOWS ROAD NE, KIRKLAND, WA, 98034
- Plan Type: 401(k)
- Total Participants: 740
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 740 | $11.3M | $97,689 | $763,886 |
| 2023 | 389 | $11.6M | $62,707 | $686,134 |
| 2022 | 324 | $10.2M | $58,501 | $638,994 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $59,874 | — | — | — | — |
| 2023 | $62,776 | — | — | — | — |
| 2022 | $36,206 | — | — | — | — |