Plan Snapshot
- Plan Sponsor: Monday Properties Services, LLC
- Sponsor EIN: 202783116
- Sponsor Address: 595 MADISON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $23.4M
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 | 99 | $23.4M | $441,717 | $1.1M |
| 2023 | 107 | $21.9M | $499,028 | $1.1M |
| 2022 | 121 | $19.2M | $532,300 | $1.1M |
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 | $16,403 | — | $16,403 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $11,865 | — | $11,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,268
- Estimated Expense Ratio: 0.121% 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 | $72,623 | — | — | $11,865 | — |
| 2023 | $97,620 | — | $1,200 | $29,126 | — |
| 2022 | $84,345 | — | — | — | — |