Plan Snapshot
- Plan Sponsor: Emo Trans, INC.
- Sponsor EIN: 112280777
- Sponsor Address: 377 OAK STREET, GARDEN CITY, NY, 115306553
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $41.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 385 | $41.2M | $667,308 | $2.5M |
| 2023 | 410 | $36.5M | $693,262 | $2.3M |
| 2022 | 375 | $29.9M | $604,088 | $2.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $69,571 | — | $69,571 |
| SENTINEL PENSION ADVISOR | INVESTMENT ADVISORY | $46,803 | — | $46,803 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISOR — INVESTMENT ADVISORY
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,374
- Estimated Expense Ratio: 0.282% 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 | $116,083 | $46,796 | $69,287 | — | — |
| 2023 | $122,132 | $63,996 | $58,136 | — | — |
| 2022 | $45,740 | $10,889 | $34,851 | — | — |