Plan Snapshot
- Plan Sponsor: Emberhope, INC.
- Sponsor EIN: 480543712
- Sponsor Address: P.O. BOX 210, NEWTON, KS, 67114
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 462 | $6.8M | $488,281 | $610,673 |
| 2023 | 122 | $6.5M | $44,235 | $182,144 |
| 2022 | 116 | $5.6M | $33,608 | $148,414 |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $41,408 | — | $41,408 |
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWINDOLL, JANZEN, HAWK & LOYD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,408
- Estimated Expense Ratio: 0.612% 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 | $41,484 | $13,732 | $3,937 | — | — |
| 2023 | $712 | — | — | — | — |
| 2022 | $1,532 | — | — | — | — |