# Emerson School 401(k) Plan
Source: https://planprovider.pro/companies/emerson-school-401k-plan

> Emerson School's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emerson School

- **Sponsor EIN:** 237442766

- **Sponsor Address:** 5425 SCIO CHURCH RD, ANN ARBOR, MI, 481039287

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

- **Total Participants:** 92

- **Total Assets:** $18.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|92|$18.9M|$317,586|$620,603|

| 2023|87|$16.9M|$266,827|$517,458|

| 2022|75|$14.1M|$237,805|$421,933|

## 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|

| REHMANN ROBSON, 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|$35,155|—|$22,149|—|—|

| 2023|$278,269|—|$93,032|—|—|

| 2022|$1,403,737|—|$75,227|—|—|

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