Plan Snapshot
- Plan Sponsor: Monroe Medi-Trans, INC.
- Sponsor EIN: 161043764
- Sponsor Address: 1669 LYELL AVENUE, ROCHESTER, NY, 14606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 167
- Total Assets: $3.2M
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 | 167 | $3.2M | $88,701 | $365,573 |
| 2023 | 197 | $3.2M | $74,958 | $342,443 |
| 2022 | 201 | $2.8M | $44,913 | $264,244 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $22,200 | — | $22,200 |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. | Other Service Provider | $15,113 | — | $15,113 |
| INSERO & CO., CPA'S, LLP | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
- INSERO & CO., CPA'S, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,313
- Estimated Expense Ratio: 1.559% 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 | $49,313 | $15,113 | — | $12,000 | — |
| 2023 | $56,875 | $13,398 | — | $25,500 | — |
| 2022 | $28,916 | — | — | — | — |