# S. Emerson Group, INC. DC Plan
Source: https://planprovider.pro/companies/s-emerson-group-inc-plan-002

> S. Emerson Group, INC.'s DC plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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