Plan Snapshot
- Plan Sponsor: Monroe Group, Ltd.
- Sponsor EIN: 320589349
- Sponsor Address: 6875 E. EVANS, DENVER, CO, 80224
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $4.6M
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 | 320 | $4.6M | $297,141 | $610,009 |
| 2023 | 297 | $3.8M | $263,728 | $520,852 |
| 2022 | 281 | $3.1M | $247,910 | $476,053 |
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 |
|---|---|---|---|---|
| DAUBY O'CONNOR & ZALESKI, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $54,858 | $29,279 | $25,579 | — | — |
| 2023 | $42,316 | $24,023 | $18,293 | — | — |
| 2022 | $38,763 | — | $38,763 | — | — |