Plan Snapshot
- Plan Sponsor: Emery & Webb, INC.
- Sponsor EIN: 141162720
- Sponsor Address: 989 MAIN STREET, FISHKILL, NY, 12524
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $14.2M | $224,928 | $599,795 |
| 2023 | 87 | $13.1M | $220,263 | $561,922 |
| 2022 | 99 | $12.3M | $204,439 | $557,208 |
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 |
|---|---|---|---|---|
| PRAGERMETIS CPAS 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 | $96,205 | $33,981 | $14,149 | — | — |
| 2023 | $95,960 | $30,572 | $54,888 | $10,400 | — |
| 2022 | $109,625 | $34,718 | $59,952 | — | $14,884 |