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MONFRIC, INC. — MONFRIC INC. RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250415161531NAL0003554689001
MONFRIC, INC.
Form 5500-SF
FILING_RECEIVED
MONFRIC INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
13
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONFRIC, INC.
.
Find decision makers
Plan sponsor
Name
MONFRIC, INC.
EIN
95-3653156
Address
1165 BOOKCLIFF AVENUE · GRAND JUNCTION, CO · 81501
Phone
(970) 434-9719
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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