Plan Snapshot
- Plan Sponsor: Electro-Mechanical, LLC
- Sponsor EIN: 540887040
- Sponsor Address: P.O. BOX 8200, BRISTOL, VA, 242038200
- Plan Type: DC
- Total Participants: 473
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 473 | $31.0M | $468,516 | $1.3M |
| 2023 | 465 | $33.1M | $441,213 | $1.1M |
| 2022 | 422 | $30.9M | $394,461 | $1.0M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | INVESTMENT ADVISORY | $63,401 | — | $63,401 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $9,212 | — | $9,212 |
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $72,613
- Estimated Expense Ratio: 0.234% 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 | $13,582 | — | — | — | — |
| 2023 | $77,000 | $64,560 | — | — | — |
| 2022 | $12,713 | — | — | — | — |