Plan Snapshot
- Plan Sponsor: Munro & Associates, INC.
- Sponsor EIN: 382886422
- Sponsor Address: 1140 CENTRE RD., AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $13.0M
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 | 65 | $13.0M | $1.0M | $739,823 |
| 2023 | 64 | $12.3M | $1.2M | $664,809 |
| 2022 | 131 | $9.4M | $625,767 | $569,340 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 | $47,733 | $30,988 | — | — | — |
| 2023 | $26,761 | $17,395 | — | — | — |
| 2022 | — | — | — | — | — |