Plan Ledger DOL Form 5500 · updated monthly

Emergetech Inc.401(k)

EMERGETECH INC. 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2025

Reported admin expense ratio · 2025
1.44%

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

Emergetech Inc. reported $70,785 in plan administrative expenses for 2025: 1.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $899 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 3 years on file its reported administrative ratio fell from 2.08% to 1.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (801st of 1,285), and 9,609th of 11,654 in professional & technical services. In 2025, employees put in $8.98 for every $1.00 the employer contributed; active participation has shrunk from 227 to 123 since 2022.

Plan summary
Net assets, end of year$5,482,766
Participants with balances186
Active participants123
Employer contributions$110,522
Employee contributions$992,766
Employer contribution per active participant$899
Average account balance$29,477
Benefits paid to participants$990,830
Plan auditUnmodified (clean) audit opinion
AuditorEVERS LOPEZ LTD.
Plan history4
Yearassets · accounts · employer contribution
2025$5.5M · 186 accts · $111K emplr
2024$4.4M · 202 accts · $11K emplr
2023$3.4M · 218 accts · $168K emplr
2022$2.4M · 419 accts · $643K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$70,785
Total administrative$70,785
The Emergetech Inc. 401(k) match · 2025
Employer contribution per active participant$899
Median for plans this size$1,464
2025$899 per active participant
2024$77 per active participant
2023$1,061 per active participant
2022$2,833 per active participant

Emergetech Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ALERA INVESTMENT ADVISORSindirect comp
UMB BANK NAindirect comp

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

Administrative cost history4
2025$70,785 · 1.44%
2024$65,247 · 1.69%
2023$75,992 · 2.64%
2022$33,843 · 2.08%
Same employer
Similar plansProfessional & Technical Services · Arizona
Anju Software, Inc. AZ$5.9M · 0.56%
Aspen Group, Inc. AZ$5.7M · 1.76%
Virtra, Inc. AZ$5.7M · 0.38%
Gen-Tech AZ$5.4M · 0.45%
Soaren Management LLC AZ$5.2M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815195523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.