Plan Ledger DOL Form 5500 · updated monthly

Executive Management Services, Inc.401(k)

EXECUTIVE MANAGEMENT SERVICES, INC. 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Executive Management Services, Inc. reported $5,412 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $281 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 3 years on file its reported administrative ratio has held roughly steady near 0.115%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Indiana (1,183rd of 1,562), and 9,829th of 11,654 in professional & technical services. In 2024, employees put in $4.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,957,165
Participants with balances124
Active participants166
Employer contributions$46,717
Employee contributions$227,732
Employer contribution per active participant$281
Average account balance$39,977
Benefits paid to participants$376,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 124 accts · $47K emplr
2023$4.4M · 123 accts · $45K emplr
2022$3.9M · 124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,412
Total administrative$5,412
The Executive Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$281
Median for plans this size$1,313
2024$281 per active participant
2023$288 per active participant

Executive Management Services, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
FUTURE PLAN (ASCENSUS · Recordkeeping$5,412

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$5,412 · 0.12%
2023$5,722 · 0.14%
2022$4,917 · 0.12%
Similar plansProfessional & Technical Services · Indiana
Formassembly, Inc. IN$5.5M · 0.10%
Lifeomic, Inc. IN$5.5M · 0.21%
Hobart Animal Clinic Inc IN$5.3M · 0.26%
G & H Wire Company, Inc. IN$4.6M · 0.06%
Tko Enterprises, Inc. IN$3.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351770443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.