Plan Snapshot
- Plan Sponsor: Monarch Landscape Holdings, LLC
- Sponsor EIN: 473833472
- Sponsor Address: 550 S. HOPE STREET, SUITE 1675, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,359
- Total Assets: $16.2M
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 | 3,359 | $16.2M | $0 | $1.7M |
| 2023 | 2,620 | $13.3M | $0 | $1.3M |
| 2022 | 1,448 | $10.7M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $60,566 | — | $60,566 |
| BRIGHTON JONES LLC | Investment Advisor | $50,322 | — | $50,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- BRIGHTON JONES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,888
- Estimated Expense Ratio: 0.683% of plan assets
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 | $110,888 | $50,322 | — | — | — |
| 2023 | $95,692 | $44,749 | — | — | — |
| 2022 | $95,924 | — | $95,924 | — | — |