Plan Snapshot
- Plan Sponsor: Emagin Corporation
- Sponsor EIN: 561764501
- Sponsor Address: 700 SOUTH DRIVE, HOPEWELL JUNCTION, NY, 125334026
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 150 | $14.1M | $166,292 | $980,307 |
| 2023 | 111 | $11.8M | $128,352 | $897,457 |
| 2022 | 106 | $9.5M | $124,405 | $863,211 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | NONE | $41,410 | — | $41,410 |
| PKF O'CONNOR DAVIES, LLP | Auditor | $39,565 | — | $39,565 |
| NATIONWIDE | NONE | $18,265 | — | $18,265 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
- NATIONWIDE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,240
- Estimated Expense Ratio: 0.702% 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 | $39,565 | — | — | $39,565 | — |
| 2023 | $13,560 | — | $13,560 | — | — |
| 2022 | $12,315 | — | $12,315 | — | — |