Plan Snapshot
- Plan Sponsor: Emergency Medicine Specialists, S.C.
- Sponsor EIN: 391412904
- Sponsor Address: 10625 WEST NORTH AVENUE, WAUWATOSA, WI, 53226
- Plan Type: DC
- Total Participants: 198
- Total Assets: $66.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 198 | $66.6M | $4.9M | $2.6M |
| 2023 | 182 | $55.7M | $3.4M | $2.1M |
| 2022 | 113 | $42.1M | $2.5M | $1.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | Recordkeeper | $48,101 | — | $48,101 |
| SPECTRUM INVESTMENT ADVISORS | Other Service Provider | $45,762 | — | $45,762 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,863
- Estimated Expense Ratio: 0.141% 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 | $194,641 | $99,036 | $95,605 | — | — |
| 2023 | $133,839 | $63,140 | $70,699 | — | — |
| 2022 | $157,884 | $80,481 | $77,403 | — | — |