Plan Snapshot
- Plan Sponsor: Monrovia Nursery Company
- Sponsor EIN: 951550929
- Sponsor Address: 13455 SE LAFAYETTE HWY, DAYTON, OR, 97114
- Plan Type: 401(k)
- Total Participants: 997
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 997 | $45.0M | $1.4M | $2.6M |
| 2023 | 1,137 | $42.9M | $1.6M | $2.6M |
| 2022 | 1,130 | $37.0M | $1.6M | $2.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $51,099 | — | $51,099 |
| SAGEVIEW ADVISORY GROUP, LLC | OTHER | $40,000 | — | $40,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,402 | — | $26,402 |
| MILLER, KAPLAN, ARASE LLP | AUDITOR | $13,700 | — | $13,700 |
| MILLER, KAPLAN, ARASE & CO.,, L | Auditor | $13,700 | — | $13,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, KAPLAN, ARASE & CO.,, L — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,901
- Estimated Expense Ratio: 0.322% 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 | $132,607 | $26,402 | — | $13,700 | — |
| 2023 | $122,258 | $20,343 | — | $13,125 | — |
| 2022 | $117,930 | $19,316 | — | — | $12,498 |