Plan Ledger DOL Form 5500 · updated monthly

Monroe Group, LTD.401(k)

MONROE GROUP 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
1.30%

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

Monroe Group, LTD. reported $54,858 in plan administrative expenses for 2024: 1.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $929 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 3 years on file its reported administrative ratio has held roughly steady near 1.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Colorado (1,082nd of 1,461), and 1,557th of 2,096 in real estate & leasing. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 281 to 320 since 2022.

Plan summary
Net assets, end of year$4,627,977
Participants with balances134
Active participants320
Employer contributions$297,141
Employee contributions$610,009
Employer contribution per active participant$929
Average account balance$34,537
Benefits paid to participants$532,369
Plan auditUnmodified (clean) audit opinion
AuditorDAUBY O'CONNOR & ZALESKI, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 134 accts · $297K emplr
2023$3.8M · 125 accts · $264K emplr
2022$3.1M · 111 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,579
Investment management$29,279
Total administrative$54,858
The Monroe Group, LTD. 401(k) match · 2024
Employer contribution per active participant$929
Median for plans this size$1,313
2024$929 per active participant
2023$888 per active participant
2022$882 per active participant

Monroe Group, LTD.'s 2024 employer contribution ran below the $1,313 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$25,578
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$29,278

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$54,858 · 1.30%
2023$42,316 · 1.23%
2022$38,763 · 1.28%
Same employer
Similar plansReal Estate & Leasing · Colorado
Engrain, Inc. CO$5.5M · 0.70%
Ca Senior Management, LLC CO$4.9M · 0.60%
Yugo USA LLC CO$4.4M · 3.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320589349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.