# Monument Academy INC 401(k) Plan
Source: https://planprovider.pro/companies/monument-academy-inc-401k-plan

> Monument Academy INC's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monument Academy INC

- **Sponsor EIN:** 463662061

- **Sponsor Address:** 2238 Q ST NW, WASHINGTON, DC, 20008

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

- **Total Participants:** 109

- **Total Assets:** $2.2M

## 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|109|$2.2M|$140,893|$178,473|

| 2023|106|$1.9M|$151,751|$188,319|

| 2022|88|$1.5M|$171,814|$213,546|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$27,765|—|$27,765|

| THE CAPITAL GROUP INVESTMENT|SERVICE PROVIDER|—|$11,575|$11,575|

| SB & COMPANY LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,340

- **Estimated Expense Ratio:** 1.809% 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|$27,765|$4,612|$22,803|—|—|

| 2023|$13,271|—|$12,921|—|—|

| 2022|$6,161|—|$2,894|—|—|

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