# Emerson Health System, INC. DB Plan
Source: https://planprovider.pro/companies/emerson-health-system-inc-plan-001

> Emerson Health System, INC.'s DB plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emerson Health System, INC.

- **Sponsor EIN:** 042770977

- **Sponsor Address:** 133 OLD ROAD NINE ACRE CORNER, CONCORD, MA, 01742

- **Plan Type:** DB

- **Total Participants:** 202

- **Total Assets:** $71.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|202|$71.2M|$0|$0|

| 2023|242|$62.3M|$0|$0|

## 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|

| E.J. CALLAHAN & ASSOCIATES, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$1,540,047|—|$152,632|—|—|

| 2023|$1,650,965|$12,500|—|—|$359,073|

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