Plan Snapshot
- Plan Sponsor: Emergency Medicine Specialists, INC.
- Sponsor EIN: 311009777
- Sponsor Address: 3131 NEWMARK DR., SUITE 210, MIAMISBURG, OH, 45342
- Plan Type: DC
- Total Participants: 129
- Total Assets: $72.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 129 | $72.9M | $2.3M | $1.8M |
| 2023 | 120 | $58.9M | $3.3M | $1.6M |
| 2022 | 113 | $45.6M | $2.3M | $1.3M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE, FENNER & SMIT | RECORDKEEPER ADVISOR | $109,011 | $9,735 | $118,746 |
| FLAGEL, HUBER, FLAGEL & CO. | AUDITOR | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL, HUBER, FLAGEL & CO. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,746
- Estimated Expense Ratio: 0.171% 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 | $56,607 | — | $48,474 | $6,000 | — |
| 2023 | $61,839 | — | $46,689 | — | — |
| 2022 | $62,957 | — | $47,344 | — | $15,613 |