# Monroe Tractor & Implement Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monroe-tractor-implement-company-inc-401k-plan

> Monroe Tractor & Implement Company, INC.'s 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monroe Tractor & Implement Company, INC.

- **Sponsor EIN:** 160850083

- **Sponsor Address:** 1001 LEHIGH STATION ROAD, HENRIETTA, NY, 14467

- **Plan Type:** 401(k)

- **Total Participants:** 301

- **Total Assets:** $28.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|301|$28.4M|$381,385|$1.5M|

| 2023|300|$26.7M|$665,746|$1.5M|

| 2022|292|$20.6M|$356,678|$1.2M|

## 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|

| EVANS AND BENNETT, LLP|Auditor|$69,920|—|$69,920|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,920

- **Estimated Expense Ratio:** 0.246% 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|$112,876|—|—|$69,920|—|

| 2023|$92,839|—|—|—|—|

| 2022|$39,718|—|—|—|—|

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