# Monti, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monti-inc-plan-001

> Monti, INC.'s 401(k) plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NEWPORT GROUP, INC.|NONE|$63,756|—|$63,756|

| PNC INSTITUTIONAL ASSET MANAGEMENT|NONE|$29,484|—|$29,484|

| 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:** $93,240

- **Estimated Expense Ratio:** 0.343% 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|$90,920|$29,484|$61,436|—|—|

| 2023|$69,914|$23,219|$46,695|—|—|

| 2022|$66,864|$15,580|$48,251|—|$3,033|

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