# Montrose Environmental Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/montrose-environmental-group-inc-401k-plan

> Montrose Environmental Group, INC.'s 401(k) plan: 2,154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montrose Environmental Group, INC.

- **Sponsor EIN:** 464195044

- **Sponsor Address:** 4 PARK PLAZA, IRVINE, CA, 92614

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

- **Total Participants:** 2,154

- **Total Assets:** $191.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,154|$191.1M|$7.3M|$16.7M|

| 2023|2,052|$156.0M|$6.5M|$15.0M|

| 2022|2,281|$128.8M|$6.6M|$12.4M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SVCS|RETAINED BY EMPLOYER|$205,197|—|$205,197|

| GLOBAL RETIREMENT PARTNERS, LLC|RETAINED BY EMPLOYER|$123,697|—|$123,697|

| WRIGHT, FORD, YOUNG & CO|AUDITOR|$34,000|—|$34,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — RETAINED BY EMPLOYER

- [WRIGHT, FORD, YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $362,894

- **Estimated Expense Ratio:** 0.190% 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|$362,894|$132,954|$195,940|$34,000|—|

| 2023|$286,018|$109,147|$157,641|$19,230|—|

| 2022|$289,658|$135,032|$143,186|—|$11,440|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/montrose-environmental-group-inc-401k-plan)

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