# Monrovia Nursery Company 401(k) Plan
Source: https://planprovider.pro/companies/monrovia-nursery-company-401k-plan

> Monrovia Nursery Company's 401(k) plan: 997 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — 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|

## Similar Plans

- [J. Frank Schmidt & Son Co.](https://planprovider.pro/companies/j-frank-schmidt-son-co-401k-plan) — 315 participants

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