# Emburse, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charger-acquisition-co-inc-401k-plan

> Emburse, INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — NONE

- [BDMP ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charger-acquisition-co-inc-401k-plan)

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