# Monotype Imaging INC. 401(k) Plan
Source: https://planprovider.pro/companies/monotype-imaging-inc-401k-plan

> Monotype Imaging INC.'s 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monotype Imaging INC.

- **Sponsor EIN:** 363504053

- **Sponsor Address:** 600 UNICORN PARK DR, WOBURN, MA, 01801

- **Plan Type:** 401(k)

- **Total Participants:** 310

- **Total Assets:** $91.3M

## 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|310|$91.3M|$1.1M|$4.0M|

| 2023|265|$86.4M|$468,239|$3.3M|

| 2022|232|$74.6M|$598,655|$2.8M|

## 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|

| UBS FINANCIAL SERVICES INC.|BROKER|$37,500|—|$37,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,349|—|$14,349|

| BOIVIN & ASSOCIATES|ACCOUNTANT/AUDITOR|$8,500|—|$8,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — BROKER

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOIVIN & ASSOCIATES](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,349

- **Estimated Expense Ratio:** 0.066% 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|$60,349|—|—|$8,500|—|

| 2023|$48,478|—|—|$8,500|—|

| 2022|$31,837|—|—|—|—|

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