Plan Ledger DOL Form 5500 · updated monthly

Emergency Medicine Specialists, Inc.401(k)

EMERGENCY MEDICINE SPECIALISTS, INC. PROFIT SHARING PLAN · MIAMISBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Emergency Medicine Specialists, Inc. reported $56,607 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $18,161 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 0.12% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 475th-largest of 3,295 plans among Ohio employers on file, and the 1,398th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has grown from 113 to 129 since 2022.

Plan summary
Net assets, end of year$72,923,939
Participants with balances187
Active participants129
Employer contributions$2,342,732
Employee contributions$1,756,422
Employer contribution per active participant$18,161
Average account balance$389,968
Benefits paid to participants$496,861
Plan auditUnmodified (clean) audit opinion
AuditorFLAGEL HUBER FLAGEL & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$72.9M · 187 accts · $2.3M emplr
2023$58.9M · 171 accts · $3.3M emplr
2022$45.6M · 156 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,474
Audit (IQPA)$6,000
Total administrative$56,607
The Emergency Medicine Specialists, Inc. 401(k) match · 2024
Employer contribution per active participant$18,161
Median for plans this size$3,635
2024$18,161 per active participant
2023$27,701 per active participant
2022$20,328 per active participant

Emergency Medicine Specialists, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
MERRILL LYNCH PIERCE, FENNER & SMIT · Recordkeeping$109,011
FLAGEL, HUBER, FLAGEL & CO. · Accounting / audit$6,000
ESLER & VANDERSCHAAFF CO., LPA$2,133

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$56,607 · 0.09%
2023$61,839 · 0.12%
2022$62,957 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Mayfield Clinic, Inc. OH$73.0M · 0.22%
Ohio Living OH$72.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311009777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.