Plan Snapshot
- Plan Sponsor: Monarch Litho, INC.
- Sponsor EIN: 953324101
- Sponsor Address: 1501 DATE ST., MONTEBELLO, CA, 90640
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $4.3M
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 | 46 | $4.3M | $0 | $123,571 |
| 2023 | 135 | $7.2M | $0 | $168,992 |
| 2022 | 146 | $6.9M | $0 | $202,936 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | Other Service Provider | $1,600 | $36,601 | $38,201 |
| CABIN ADVISOR | Other Service Provider | — | $26,112 | $26,112 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,313
- Estimated Expense Ratio: 1.502% 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 | $36,807 | — | — | — | — |
| 2023 | $16,510 | — | — | — | — |
| 2022 | $21,810 | — | — | — | $21,810 |