Plan Ledger DOL Form 5500 · updated monthly

Emi Acquisition Company Inc.401(k)

EMI INDUSTRIES, LLC 401(K) & BONUS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Emi Acquisition Company Inc. reported $65,579 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $288 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.

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 1,123rd-largest of 3,644 plans among Florida employers on file, and the 5,947th of 13,661 in manufacturing. In 2024, employees put in $11.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,916,508
Participants with balances379
Active participants346
Employer contributions$99,588
Employee contributions$1,154,816
Employer contribution per active participant$288
Average account balance$52,550
Benefits paid to participants$1,778,592
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,052
Investment management$50,527
Total administrative$65,579
The Emi Acquisition Company Inc. 401(k) match · 2024
Employer contribution per active participant$288
Median for plans this size$2,416

Emi Acquisition Company Inc.'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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$45,573
EMPOWER ADVISORY GROUP, LLC · Investment management$4,954

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

Administrative cost history1
2024$65,579 · 0.35%
Same employer
Similar plansManufacturing · Florida
Perez Trading Company, Inc. FL$20.7M · 0.26%
Gws Tool, LLC FL$20.2M · 0.52%
Barfield, Inc. FL$20.0M · 0.82%
Ayr Strategies, Inc. FL$19.8M · 2.08%
U.S. Holdings, Inc. FL$19.8M · 0.51%
Rowell Chemical Corporation FL$19.5M · 0.05%
Shaw Development, LLC FL$19.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 992214717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.