Plan Ledger DOL Form 5500 · updated monthly

Emma, Inc.401(k)

MARIGOLD 401(K) PLAN · NASHVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Emma, Inc. reported $103,836 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,476 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 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 398th-largest of 1,496 plans among Tennessee employers on file, and the 4,027th of 11,654 in professional & technical services. In 2022, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,325,066
Participants with balances609
Active participants345
Employer contributions$854,070
Employee contributions$3,191,787
Employer contribution per active participant$2,476
Average account balance$51,437
Benefits paid to participants$4,374,767
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2022
Investment management$103,836
Total administrative$103,836
The Emma, Inc. 401(k) match · 2022
Employer contribution per active participant$2,476
Median for plans this size$2,266

Emma, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$103,836 · 0.30%
Similar plansProfessional & Technical Services · Tennessee
Qualifacts Systems, LLC TN$33.2M · 0.40%
Strata-G, LLC TN$32.5M · 0.28%
Jsb Management Company TN$29.7M · 0.35%
The Tombras Group TN$29.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621870397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.