Plan Snapshot
- Plan Sponsor: Ems Holdco, INC.
- Sponsor EIN: 851499870
- Sponsor Address: 2333 REACH ROAD, WILLIAMSPORT, PA, 17701
- Plan Type: 401(k)
- Total Participants: 944
- Total Assets: $53.2M
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 | 944 | $53.2M | $1.5M | $4.2M |
| 2023 | 994 | $47.9M | $1.4M | $4.3M |
| 2022 | 1,072 | $34.2M | $903,835 | $2.9M |
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 | $162,609 | — | $162,609 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,609
- Estimated Expense Ratio: 0.306% 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 | $162,609 | — | $162,609 | — | — |
| 2023 | $188,043 | — | $188,043 | — | — |
| 2022 | $98,919 | — | $98,919 | — | — |