Plan Ledger DOL Form 5500 · updated monthly

Monarch Litho, Inc.401(k)

MONARCH LITHO, INC. PROFIT SHARING 401(K) PLAN & TRUST · MONTEBELLO, CA · plan year 2023

Reported admin expense ratio · 2023
0.23%

Monarch Litho, Inc. reported $16,510 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.28% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,267th of 9,483), and 10,028th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$7,239,830
Participants with balances115
Active participants135
Employer contributions—
Employee contributions$168,992
Employer contribution per active participant—
Average account balance$62,955
Benefits paid to participants$733,563
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 70 accts
2023$7.2M · 115 accts
2022$6.9M · 137 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,510
Total administrative$16,510
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
AMERICAN UNITED LIFE INSURANCE CO. · Recordkeeping · Participant communication$80
KOBO WEALTH CONSERVANCY · Investment advisory (participants) · Investment advisory (plan)$6,291
CLARAPHI ADVISORY NETWORK · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,807 · 0.64%
2023$16,510 · 0.23%
2022$21,810 · 0.28%
Similar plansManufacturing · California
Haco U.S. CA$7.3M · 0.44%
Dji Technology Inc CA$7.3M · 0.69%
Jorgensen & Sons, Inc. CA$7.2M · 0.46%
Green Circuits, Inc. CA$7.2M · 0.50%
Zinus, Inc. CA$7.2M · 0.47%
School Apparel, Inc CA$7.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953324101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.