# Emeritus Institute Of Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/emeritus-institute-of-management-inc-401k-plan

> Emeritus Institute Of Management, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emeritus Institute Of Management, INC.

- **Sponsor EIN:** 831356339

- **Sponsor Address:** 50 MILK STREET, 16TH FLOOR, BOSTON, MA, 02109

- **Plan Type:** 401(k)

- **Total Participants:** 138

- **Total Assets:** $11.7M

## 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|138|$11.7M|$684,602|$1.6M|

| 2023|230|$8.3M|$771,839|$1.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$37,191|—|$37,191|

| CARY STREET PARTNERS INVESTMENT|ADVISOR|$22,000|—|$22,000|

| MEADOWS URQUHART ACREE & COOK, LLP|ACCOUNTANT/AUDITOR|$9,936|—|$9,936|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARY STREET PARTNERS INVESTMENT](https://planprovider.pro/provider/cary-street-partners) — ADVISOR

- [MEADOWS URQUHART ACREE & COOK, LLP](https://planprovider.pro/provider/meadows-urquhart-acree-and-cook-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,127

- **Estimated Expense Ratio:** 0.591% 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|$69,127|$22,000|—|$9,936|—|

| 2023|$37,853|$16,500|—|—|—|

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