Plan Snapshot
- Plan Sponsor: Emm Loans LLC
- Sponsor EIN: 542070914
- Sponsor Address: 1950 ROUTE 70 EAST, SUITE 300, CHERRY HILL, NJ, 08003
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $7.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $7.6M | $84,452 | $757,757 |
| 2023 | 160 | $7.3M | $97,486 | $838,447 |
| 2022 | 174 | $6.0M | $109,855 | $1.1M |
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 |
|---|---|---|---|---|
| RICHEY MAY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY MAY & COMPANY — Auditor
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 | $44,488 | $9,185 | — | — | — |
| 2023 | $41,587 | $8,105 | — | — | — |
| 2022 | $49,697 | — | — | — | — |