Plan Ledger DOL Form 5500 · updated monthly

Emi Porta Holdco LLC401(k)

EMI PORTA HOLDCO LLC 401(K) PROFIT SHARING PLAN & TRUST · MEMPHIS, TN · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Emi Porta Holdco LLC reported $14,925 in plan administrative expenses for 2023: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,348 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 0.16% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (952nd of 1,496), and 10,075th of 13,661 in manufacturing. In 2023, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,166,750
Participants with balances228
Active participants384
Employer contributions$517,487
Employee contributions$937,939
Employer contribution per active participant$1,348
Average account balance$31,433
Benefits paid to participants$980,081
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
Plan history2
Yearassets · accounts · employer contribution
2023$7.2M · 228 accts · $517K emplr
2022$2.0M · 111 accts · $152K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,195
Trustee / custodial$730
Total administrative$14,925
The Emi Porta Holdco LLC 401(k) match · 2023
Employer contribution per active participant$1,348
Median for plans this size$1,308
2023$1,348 per active participant
2022$480 per active participant

Emi Porta Holdco LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PAYCHEX, INC. · Recordkeeping$11,689

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$14,925 · 0.33%
2022$3,162 · 0.16%
Similar plansManufacturing · Tennessee
Gold Bond, Inc TN$7.8M · 0.84%
Textile Printing Company TN$7.6M · 0.46%
Protech Industries, Inc. TN$7.3M · 0.08%
Tennsmith Holdings Inc. TN$7.0M · 0.54%
Exedy America Corporation TN$7.0M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823478553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.