Plan Snapshot
- Plan Sponsor: S. Emerson Group, INC.
- Sponsor EIN: 232811186
- Sponsor Address: 407 EAST LANCASTER AVENUE, WAYNE, PA, 19087
- Plan Type: DC
- Total Participants: 255
- Total Assets: $86.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 255 | $86.4M | $7.3M | $1.3M |
| 2023 | 247 | $69.7M | $6.5M | $935,784 |
| 2022 | 233 | $52.5M | $5.8M | $828,054 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD, PC | Auditor | — | — | $0 |
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 | $1,260 | — | — | — | — |
| 2023 | $475 | — | — | — | — |
| 2022 | $563 | — | — | — | — |