Plan Snapshot
- Plan Sponsor: E.M.I., Corp.
- Sponsor EIN: 341304878
- Sponsor Address: 28300 EUCLID AVE., WICKLIFFE, OH, 44092
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $12.6M | $266,140 | $522,211 |
| 2023 | 119 | $11.0M | $261,278 | $455,726 |
| 2022 | 121 | $9.1M | $263,130 | $399,029 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MGO ONE SEVEN LLC | ADVISOR | $29,088 | — | $29,088 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,226 | — | $23,226 |
| MCCRATE DELAET | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,314
- Estimated Expense Ratio: 0.415% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $52,314 | $29,088 | — | — | — |
| 2023 | $44,196 | $23,955 | — | — | — |
| 2022 | $43,604 | — | — | — | — |