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Original filing (PDF)20231016154709NAL0025301091001
EMF, INC.
Form 5500
FILING_RECEIVED
EMF, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
85
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMF, INC..
Plan sponsor
Name
EMF, INC.
EIN
59-2958719
Address
124 SOUTH IMPERIAL STREET · MERRITT ISLAND, FL · 32952
Phone
(321) 453-3670
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $751 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | RIA | $0 | — |
Investments
27 pooled funds· $3.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 28.8% |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $921K | 23.2% |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $341K | 8.6% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $276K | 6.9% |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $172K | 4.3% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $164K | 4.1% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $107K | 2.7% |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $100K | 2.5% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $88K | 2.2% |
| NEW PERSPECTIVE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $87K | 2.2% |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $75K | 1.9% |
| FEDERATE HIGH YEILD BOND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $64K | 1.6% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 1.3% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $50K | 1.3% |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $40K | 1.0% |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.9% |
| REAL EST SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $33K | 0.8% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $33K | 0.8% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $31K | 0.8% |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.7% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $21K | 0.5% |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.4% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10K | 0.2% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $930 | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $890 | <0.1% |
| MFS MID CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $440 | <0.1% |
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