Plan Snapshot
- Plan Sponsor: Monroe Energy, LLC
- Sponsor EIN: 455201144
- Sponsor Address: 4101 POST ROAD, TRAINER, PA, 19061
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $186.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 531 | $186.4M | $7.3M | $9.6M |
| 2023 | 508 | $157.3M | $6.9M | $9.4M |
| 2022 | 509 | $124.3M | $6.1M | $8.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $75,637 | — | $75,637 |
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,637
- Estimated Expense Ratio: 0.041% 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 | $75,637 | — | — | — | — |
| 2023 | $52,947 | — | $600 | — | — |
| 2022 | $34,796 | — | — | — | — |