Plan Snapshot
- Plan Sponsor: Monti, INC.
- Sponsor EIN: 310811428
- Sponsor Address: 4510 READING ROAD, CINCINNATI, OH, 45229
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $27.2M
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 | 400 | $27.2M | $1.1M | $1.4M |
| 2023 | 323 | $22.9M | $846,989 | $1.1M |
| 2022 | 283 | $17.8M | $676,058 | $962,486 |
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, SCHAEFER, HACKETT & CO. | 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 | $90,920 | $29,484 | $61,436 | — | — |
| 2023 | $69,914 | $23,219 | $46,695 | — | — |
| 2022 | $66,864 | $15,580 | $48,251 | — | $3,033 |