Plan Snapshot
- Plan Sponsor: The Emmes Company, LLC
- Sponsor EIN: 541058268
- Sponsor Address: 401 NORTH WASHINGTON STREET 7TH FLO, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Total Participants: 824
- Total Assets: $195.9M
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 | 824 | $195.9M | $5.0M | $10.1M |
| 2023 | 1,007 | $182.9M | $6.7M | $10.0M |
| 2022 | 924 | $149.1M | $11.9M | $7.6M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $29,035 | — | $29,035 |
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: $29,035
- Estimated Expense Ratio: 0.015% 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 | $119,796 | $58,200 | — | $29,035 | — |
| 2023 | $154,347 | $35,000 | — | $26,250 | — |
| 2022 | $186,793 | $42,000 | $144,793 | — | — |