# Monroe Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/monroe-group-ltd-401k-plan

> Monroe Group, Ltd.'s 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|NONE|$29,278|—|$29,278|

| STANCORP FINANCIAL GROUP|NONE|$25,578|—|$25,578|

| DAUBY O'CONNOR & ZALESKI, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,856

- **Estimated Expense Ratio:** 1.185% 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|$54,858|$29,279|$25,579|—|—|

| 2023|$42,316|$24,023|$18,293|—|—|

| 2022|$38,763|—|$38,763|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monroe-group-ltd-401k-plan)

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