# Montereau, INC. 401(k) Plan
Source: https://planprovider.pro/companies/montereau-inc-401k-plan

> Montereau, INC.'s 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montereau, INC.

- **Sponsor EIN:** 731571795

- **Sponsor Address:** 6800 SOUTH GRANITE AVENUE, TULSA, OK, 74136

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

- **Total Participants:** 299

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|299|$5.4M|$328,880|$431,317|

| 2023|314|$5.2M|$238,155|$431,599|

| 2022|282|$5.3M|$331,044|$507,433|

## 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|

| CONKLIN, GILIN, & WERTZ, P.L.L.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$37,536|$8,607|—|—|—|

| 2023|$32,382|$8,882|$4,467|—|—|

| 2022|$35,418|—|—|—|$35,418|

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