Plan Ledger DOL Form 5500 · updated monthly

Monroe Energy, LLC401(k)

MONROE ENERGY RETIREMENT PLAN · TRAINER, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Monroe Energy, LLC reported $75,637 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,688 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 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 298th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,217th of 13,661 in manufacturing. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$186,354,378
Participants with balances613
Active participants531
Employer contributions$7,268,225
Employee contributions$9,639,634
Employer contribution per active participant$13,688
Average account balance$304,004
Benefits paid to participants$14,076,643
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$186.4M · 613 accts · $7.3M emplr
2023$157.3M · 584 accts · $6.9M emplr
2022$124.3M · 576 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,637
Total administrative$75,637
The Monroe Energy, LLC 401(k) match · 2024
Employer contribution per active participant$13,688
Median for plans this size$3,635
2024$13,688 per active participant
2023$13,622 per active participant
2022$12,028 per active participant

Monroe Energy, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$75,637

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

Administrative cost history3
2024$75,637 · 0.04%
2023$52,947 · 0.04%
2022$34,796 · 0.03%
Same employer
Similar plansManufacturing · Pennsylvania
Hitachi Rail Sts USA, Inc. PA$205.1M · 0.16%
Frank Calandra, Inc. PA$196.1M · 0.14%
Packaging Coordinators Inc. PA$188.1M · 0.22%
Arlanxeo USA LLC PA$187.9M · 0.06%
Nova Chemicals, Inc. PA$180.4M · 0.01%
Tekni-Plex, Inc. PA$179.8M · 0.35%
Gt Services LLC PA$174.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455201144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.