# E.M. Tharp, INC. 401(k) Plan
Source: https://planprovider.pro/companies/e-m-tharp-inc-401k-plan

> E.M. Tharp, INC.'s 401(k) plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E.M. Tharp, INC.

- **Sponsor EIN:** 941218910

- **Sponsor Address:** 15243 ROAD 192, PORTERVILLE, CA, 93257

- **Plan Type:** 401(k)

- **Total Participants:** 270

- **Total Assets:** $10.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|270|$10.9M|$655,487|$994,889|

| 2023|279|$9.2M|$612,548|$945,816|

| 2022|279|$7.9M|$544,862|$897,154|

## 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|

| NATIONWIDE|RECORDKEEPER|$76,278|—|$76,278|

| MORGAN STANLEY|CUSTODIAN|—|$59,830|$59,830|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — CUSTODIAN

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $136,108

- **Estimated Expense Ratio:** 1.247% 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|$48,755|$40,130|$8,625|—|—|

| 2023|$124,058|$27,220|$9,267|—|—|

| 2022|$3,750|—|$3,750|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-m-tharp-inc-401k-plan)

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