Plan Snapshot
- Plan Sponsor: Environmental Management Service
- Sponsor EIN: 311386050
- Sponsor Address: 8220 INDUSTRIAL PARKWAY, PLAIN CITY, OH, 43064
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 308 | $6.9M | $244,051 | $914,006 |
| 2023 | 269 | $5.8M | $188,530 | $705,485 |
| 2022 | 177 | $4.2M | $207,570 | $598,497 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $34,922 | — | $34,922 |
| EXCEL SECURITIES & ASSOC., INC. | INVESTMENT/FINANCIAL ADVI | $15,934 | — | $15,934 |
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,856
- Estimated Expense Ratio: 0.741% 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 | $50,857 | $15,935 | — | — | — |
| 2023 | $38,006 | $12,066 | — | — | — |
| 2022 | $39,509 | — | — | — | — |