# Engineered Medical Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/engineered-medical-systems-llc-401k-plan

> Engineered Medical Systems, LLC's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Engineered Medical Systems, LLC

- **Sponsor EIN:** 421576428

- **Sponsor Address:** 3325 APPLING ROAD, BARTLETT, TN, 381332727

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

- **Total Participants:** 269

- **Total Assets:** $16.2M

## 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|269|$16.2M|$801,395|$1.3M|

| 2023|357|$13.2M|$840,952|$1.4M|

| 2022|202|$10.2M|$548,914|$968,179|

## 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|

| JACKSON, HOWELL & ASSOCIATES, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JACKSON, HOWELL & ASSOCIATES, PLLC](https://planprovider.pro/provider/jackson-howell-and-associates-pllc) — 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|$73,172|$36,335|$300|—|—|

| 2023|$50,690|$25,801|—|—|—|

| 2022|$47,379|—|—|—|—|

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