Plan Ledger DOL Form 5500 · updated monthly

Emerging Acquisitions LLC401(k)

BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Emerging Acquisitions LLC reported $60,462 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,111 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 0.39% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 432nd-largest of 1,021 plans among Oregon employers on file, and 7,078th of 13,661 in manufacturing. In 2024, employees put in $3.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,046,816
Participants with balances214
Active participants223
Employer contributions$247,758
Employee contributions$978,498
Employer contribution per active participant$1,111
Average account balance$70,312
Benefits paid to participants$1,684,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 214 accts · $248K emplr
2023$13.9M · 180 accts · $209K emplr
2022$12.8M · 165 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,981
Investment management$26,481
Total administrative$60,462
The Emerging Acquisitions LLC 401(k) match · 2024
Employer contribution per active participant$1,111
Median for plans this size$2,416
2024$1,111 per active participant
2023$937 per active participant
2022$848 per active participant

Emerging Acquisitions LLC'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,982
TPG FINANCIAL ADVISORS · Contract administrator · Investment advisory (plan)$26,481
PRIME PENSIONS NORTHWEST, LLC · Other servicesindirect comp

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

Administrative cost history3
2024$60,462 · 0.42%
2023$55,726 · 0.42%
2022$55,150 · 0.39%
Same employer
Similar plansManufacturing · Oregon
Ssi Shredding Systems, Inc. OR$15.6M · 0.17%
Hooker Creek Companies, LLC OR$14.7M · 0.43%
Agility Robotics, Inc. OR$14.5M · 0.26%
Allied Systems Company OR$14.3M · 0.32%
Rears Mfg. Co., Inc. OR$12.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371415176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.