Plan Ledger DOL Form 5500 · updated monthly

Emerson Collective, LLC401(k)

EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Emerson Collective, LLC reported $6,564 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,783 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 0.025% to 0.018%. 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 the 2,079th-largest of 9,483 plans among California employers on file, and the 3,231st of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,145,340
Participants with balances297
Active participants218
Employer contributions$2,568,793
Employee contributions$3,489,432
Employer contribution per active participant$11,783
Average account balance$138,536
Benefits paid to participants$1,087,484
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.1M · 297 accts · $2.6M emplr
2023$30.4M · 276 accts · $2.7M emplr
2022$20.8M · 245 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,611
Investment management$2,953
Total administrative$6,564
The Emerson Collective, LLC 401(k) match · 2024
Employer contribution per active participant$11,783
Median for plans this size$2,416
2024$11,783 per active participant
2023$12,743 per active participant
2022$9,946 per active participant

Emerson Collective, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$6,563

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,564 · 0.02%
2023$5,444 · 0.02%
2022$5,040 · 0.02%
Same employer
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Hygiena LLC Retirement Plan CA$41.2M · 0.31%
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Source: U.S. Department of Labor, Form 5500 series, EIN 452664716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.