Plan Ledger DOL Form 5500 · updated monthly

Emergent Holdings, Inc.401(k)

EMERGING MARKETS EMPLOYEES' SAVINGS PLAN · LANSING, MI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Emergent Holdings, Inc. reported $229,275 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $6,093 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 rose from 0.03% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 58th-largest of 2,619 plans among Michigan employers on file, and the 276th of 4,798 in finance & insurance. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$591,599,523
Participants with balances4,424
Active participants2,890
Employer contributions$17,609,453
Employee contributions$31,302,672
Employer contribution per active participant$6,093
Average account balance$133,725
Benefits paid to participants$58,070,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$591.6M · 4,424 accts · $17.6M emplr
2023$428.9M · 3,626 accts · $14.9M emplr
2022$370.4M · 3,889 accts · $18.2M emplr
Administrative expenses, itemized · 2024
Investment management$229,275
Total administrative$229,275
The Emergent Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$6,093
Median for plans this size$4,294
2024$6,093 per active participant
2023$4,903 per active participant
2022$5,908 per active participant

Emergent Holdings, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. 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.

Administrative cost history3
2024$229,275 · 0.04%
2023$182,985 · 0.05%
2022$117,769 · 0.03%
Same employer
Similar plansFinance & Insurance · Michigan
Acrisure, LLC MI$1.1B · 0.05%
Michigan Credit Union League MI$996.3M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 813438452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.