# Embroker INC. 401(k) Plan
Source: https://planprovider.pro/companies/embroker-inc-401k-plan

> Embroker INC.'s 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Embroker INC.

- **Sponsor EIN:** 473262955

- **Sponsor Address:** 5214 F DIAMOND HEIGHTS BOULEVARD, U, SAN FRANCISCO, CA, 94131

- **Plan Type:** 401(k)

- **Total Participants:** 83

- **Total Assets:** $4.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|83|$4.9M|$196,078|$1.0M|

| 2023|121|$3.7M|$0|$977,395|

| 2022|119|$2.9M|$0|$1.0M|

## 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|

| NFP RETIREMENT INC|SERVICE PROVIDER|—|$20,064|$20,064|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERIVICE PROVIDER|$5,103|—|$5,103|

| DSR CPA & CONSULTANTS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [DSR CPA & CONSULTANTS](https://planprovider.pro/provider/dsr-cpa-and-consultants-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,167

- **Estimated Expense Ratio:** 0.510% 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|$8,884|$69|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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

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