Plan Snapshot
- Plan Sponsor: Monteith Construction Corp.
- Sponsor EIN: 980190888
- Sponsor Address: 208 PRINCESS ST, WILMINGTON, NC, 284013976
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 136
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $15.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLARK HILL PLC | ERISA Attorney | $45,635 | — | $45,635 |
| PRUDENT FIDUCIARY SERVICES LLC | Custodian / Trustee | $42,436 | — | $42,436 |
| PRINCIPAL FINANCIAL GROUP | Recordkeeper | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLARK HILL PLC — ERISA Attorney
- PRINCIPAL FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,071
- Estimated Expense Ratio: 0.714% 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 | $105 | — | — | — | — |