Plan Snapshot
- Plan Sponsor: Monarch Hospitality Group LLC
- Sponsor EIN: 463235190
- Sponsor Address: 6934 E 1ST AVE, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $481,022
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 103 | $481,022 | $0 | $165,399 |
| 2023 | 103 | $313,116 | $0 | $134,487 |
| 2022 | 188 | $155,108 | $0 | $0 |
| 2021 | 127 | $128,864 | $0 | $96,516 |
| 2020 | 72 | $25,014 | $0 | $23,400 |
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 |
|---|---|---|---|---|
| WALLACE, PLESE + DREHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE, PLESE + DREHER, 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 | $3,010 | $1,796 | — | — | — |
| 2023 | $1,791 | — | — | — | — |
| 2022 | $1,441 | — | — | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |