# Monroe Medi-Trans, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monroe-medi-trans-inc-161043764-001

> Monroe Medi-Trans, INC.'s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [INSERO & CO., CPA'S, LLP](https://planprovider.pro/provider/insero-and-co-cpas-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monroe-medi-trans-inc-161043764-001)

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