# Emerald X, LLC 401(k) Plan
Source: https://planprovider.pro/companies/emerald-x-llc-401k-plan

> Emerald X, LLC's 401(k) plan: 676 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emerald X, LLC

- **Sponsor EIN:** 133754838

- **Sponsor Address:** 31910 DEL OBISPO, SUITE 200, SAN JUAN CAPISTRANO, CA, 92675

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

- **Total Participants:** 676

- **Total Assets:** $92.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|676|$92.9M|$1.6M|$5.9M|

| 2023|652|$83.0M|$1.9M|$6.1M|

| 2022|733|$69.6M|$1.8M|$6.1M|

## 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|

| MERCER INVESTMENTS LLC|PLAN SPONSOR|$40,000|—|$40,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,284|—|$33,284|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,863|—|$8,863|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,147

- **Estimated Expense Ratio:** 0.088% 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|$82,147|$33,284|—|—|—|

| 2023|$119,648|$20,985|—|—|—|

| 2022|$22,878|$16,272|—|—|—|

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