Plan Snapshot
- Plan Sponsor: Monigle Associates, INC.
- Sponsor EIN: 840627497
- Sponsor Address: 150 ADAMS ST., DENVER, CO, 80206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 207
- Total Assets: $23.8M
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. |
|---|---|---|---|---|
| 2025 | 207 | $23.8M | $0 | $0 |
| 2024 | 147 | $20.6M | $300,233 | $1.5M |
| 2023 | 150 | $16.9M | $297,195 | $1.4M |
| 2022 | 149 | $14.1M | $309,069 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $28,861 | — | $28,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,861
- 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 |
|---|---|---|---|---|---|
| 2025 | $2,052,813 | — | — | — | — |
| 2024 | $23,879 | — | — | — | — |
| 2023 | $23,690 | — | — | — | — |
| 2022 | $1,707 | — | — | — | — |