Plan Ledger DOL Form 5500 · updated monthly

Ema Design Automation Inc401(k)

EMA DESIGN AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ema Design Automation Inc reported $30,873 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.31% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,386th of 5,648), and 7,512th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$11,579,758
Participants with balances105
Active participants84
Employer contributions$0
Employee contributions$810,504
Employer contribution per active participant$0
Average account balance$110,283
Benefits paid to participants$1,341,766
Plan auditUnmodified (clean) audit opinion
AuditorFLAHERY SALMIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 105 accts
2023$9.8M · 126 accts
2022$7.3M · 122 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,145
Investment management$18,868
Trustee / custodial$860
Total administrative$30,873
The Ema Design Automation Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Ema Design Automation Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PAYCHEX, INC. · Recordkeeping$11,145
WELLTH ADVISORY SERVICES, LLC · Investment advisory (participants)$9,803
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants)$7,517

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023GLOBAL RETIREMENT PARTNERS, Paychex

This plan has changed recordkeepers within these filings. If you left Ema Design Automation Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,873 · 0.29%
2023$25,968 · 0.30%
2022$24,695 · 0.31%
Similar plansProfessional & Technical Services · New York
Mission North, Inc. NY$11.6M · 0.61%
Rheonix, Inc. NY$11.5M · 0.11%
Shop Architects, Inc NY$11.5M · 0.37%
Gelia Wells & Mohr, Inc. NY$11.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161474215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.