Plan Snapshot
- Plan Sponsor: Emburse, INC.
- Sponsor EIN: 833238905
- Sponsor Address: 1701 N MARKET STREET, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $48.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 415 | $48.3M | $1.6M | $5.0M |
| 2023 | 574 | $42.9M | $1.7M | $5.9M |
| 2022 | 613 | $33.3M | $1.8M | $5.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES | NONE | $105,122 | — | $105,122 |
| MML INVESTOR SERVICES | NONE | $50,000 | — | $50,000 |
| BDMP ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLAN ADMIN SERVICES — NONE
- BDMP ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,122
- Estimated Expense Ratio: 0.321% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $155,122 | $50,000 | $105,122 | — | — |
| 2023 | $137,032 | $59,426 | $74,898 | — | — |
| 2022 | $123,122 | $68,652 | $52,898 | — | — |