Plan Ledger DOL Form 5500 · updated monthly

Emi Industries LLC401(k)

EMI INDUSTRIES LLC 401(K) & BONUS PLAN · TAMPA, FL · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Emi Industries LLC reported $55,829 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $410 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 1 year on file its reported administrative ratio rose from 0.31% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,204th-largest of 3,644 plans among Florida employers on file, and the 6,367th of 13,661 in manufacturing. In 2023, employees put in $8.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,894,648
Participants with balances346
Active participants317
Employer contributions$130,053
Employee contributions$1,054,391
Employer contribution per active participant$410
Average account balance$51,719
Benefits paid to participants$1,605,700
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER AND COMPANY, P.A.
Plan history2
Yearassets · accounts · employer contribution
2023$17.9M · 346 accts · $130K emplr
2022$15.7M · 338 accts · $120K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,998
Investment management$42,831
Total administrative$55,829
The Emi Industries LLC 401(k) match · 2023
Employer contribution per active participant$410
Median for plans this size$2,440
2023$410 per active participant
2022$410 per active participant

Emi Industries LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$39,419
EMPOWER ADVISORY GROUP, LLC · Investment management$3,412

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

Administrative cost history2
2023$55,829 · 0.33%
2022$56,068 · 0.31%
Same employer
Similar plansManufacturing · Florida
Shaw Development, LLC FL$19.0M · 0.49%
Rls USA Inc. FL$18.8M · 0.37%
Dosal Tobacco Corporation FL$18.4M · 0.48%
List Industries, Inc. FL$18.1M · 0.55%
Avidyne Corporation FL$17.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593252776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.