Plan Snapshot
- Plan Sponsor: Monroe Plan For Medical Care, INC.
- Sponsor EIN: 160973194
- Sponsor Address: 1120 PITTSFORD VICTOR ROAD, PITTSFORD, NY, 14534
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $25.2M
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 | 199 | $25.2M | $582,098 | $918,314 |
| 2023 | 199 | $24.1M | $813,201 | $805,759 |
| 2022 | 193 | $24.2M | $651,788 | $753,530 |
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 |
|---|---|---|---|---|
| BOWERS & COMPANY CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS & COMPANY CPAS PLLC — Auditor
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 | $6,714 | — | $1,059 | — | — |
| 2023 | $4,276 | — | $797 | — | — |
| 2022 | $33,638 | $30,007 | $3,631 | — | — |