# Monteith Construction Corp. 401(k) Plan
Source: https://planprovider.pro/companies/monteith-construction-corp-980190888-002

> Monteith Construction Corp.&#39;s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/clark-hill-plc) — ERISA Attorney

- [PRINCIPAL FINANCIAL GROUP](https://planprovider.pro/provider/principal-financial-group-inc) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monteith-construction-corp-980190888-002)

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