Plan Ledger DOL Form 5500 · updated monthly

Monigle Associates, Inc.401(k)

MONIGLE RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Monigle Associates, Inc. reported $23,879 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,042 per active participant. 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 0.01% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 507th-largest of 1,461 plans among Colorado employers on file, and the 5,444th of 11,654 in professional & technical services. In 2024, employees put in $4.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,633,883
Participants with balances197
Active participants147
Employer contributions$300,233
Employee contributions$1,473,377
Employer contribution per active participant$2,042
Average account balance$104,741
Benefits paid to participants$830,580
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 197 accts · $300K emplr
2023$16.9M · 192 accts · $297K emplr
2022$14.1M · 188 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,879
Total administrative$23,879
The Monigle Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,042
Median for plans this size$2,416
2024$2,042 per active participant
2023$1,981 per active participant
2022$2,074 per active participant

Monigle Associates, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$23,879

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$23,879 · 0.13%
2023$23,690 · 0.15%
2022$1,707 · 0.01%
Similar plansProfessional & Technical Services · Colorado
dba Employers Council CO$20.8M · 0.08%
Norris Design, Inc. CO$20.5M · 0.23%
Sterling-Rice Group, Inc. CO$20.4M · 0.05%
Aduro Advisors, LLC CO$20.3M · 0.24%
Zivaro, Inc. CO$20.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840627497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.