Department of Labor filing

MONOGRAM REFRIGERATION, LLC

MONOGRAM REFRIGERATION, LLC EMPLOYEE SAVINGS AND RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Sep 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,191

Reported employer contributions per active participant.

Higher than about 19% of comparable plans

#People in the filing

421

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$15 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 94% of comparable plans

↗Investment performance

Not available

Plan assets changed 1.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions19th percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expense94th percentileTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MONOGRAM REFRIGERATION, LLC reported $501,512 in employer contributions across the plan and 421 active participants. That works out to $1,191 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy94%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 16.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 35.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $501,512
Participant contributions: $573,736
Other contributions: $5,300
Employer share of reported contributions: 46.6%
Beginning assets: $10,397,021
Ending assets: $10,496,238
Ending net assets: $10,496,238
Ending liabilities: $0
Total income: $2,178,564
Total expenses: $2,079,346
Administrative expenses: $5,927
Participant loans: $497,594

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,417

2023

$1,370

2024

$1,191

Plan-paid administrative expenses per participant

2022

$11

2023

$15

2024

$15

Active participants

2022

377

2023

366

2024

421

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,191	421	10.5M	20250924132736NAL0008198928001
2023	$1,370	366	10.4M	20240920112723NAL0010319232001
2022	$1,417	377	10M	20231003100710NAL0017903649001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 4.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 203820289-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 29, 2006
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250924132736NAL0008198928001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗