# Emergency Medicine Specialists, INC. DC Plan
Source: https://planprovider.pro/companies/emergency-medicine-specialists-inc-plan

> Emergency Medicine Specialists, INC.'s DC plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/flagel-huber-flagel) — 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|

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