Retirement plan

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN

Name: ENVIRONMENTAL MANAGEMENT SERVICES, INC. - ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN (2024) Form 5500
Creator: ENVIRONMENTAL MANAGEMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN, ENVIRONMENTAL MANAGEMENT SERVICES, INC.

ENVIRONMENTAL MANAGEMENT SERVICES, INC.EIN 52-1655377Plan #001PY 2024

1688 EAST GUDE DRIVE, SUITE 301 - ROCKVILLE, MD 20850301-309-0475enviroexperts.netLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.3M

+19.6% from 2023

Total participants

+6.8% from 2023

Average account balance

$180,520

+14.4% from 2023

Annual return

14.33%

-1.79 pp from 2023

Benchmarks

See 5,414 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,414 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$181K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$409K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$938

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$43K

$1136 / participant

Other / not subdivided$43K100.0%

% of EOY assets

0.520%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$180,520

$57,119+216.0%

$85,187+111.9%

$80,935+123.0%

Participation rate

97.4%

56.4%+41.0pp

67.5%+29.8pp

67.7%+29.7pp

Annual return

14.33%

21.70%-7.4pp

66.67%-52.3pp

35.66%-21.3pp

Employer contribution / active EE

$5,795

$1,802+221.7%

$2,732+112.1%

$2,757+110.2%

Participant deferral / active EE

$4,964

$3,115+59.4%

$4,525+9.7%

$4,299+15.5%

Admin fee / account holder

$938

$4,990-81.2%

$6,162-84.8%

$6,924-86.4%

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion