# Emerge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/emerge-inc-401k-plan

> Emerge, INC.'s 401(k) plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emerge, INC.

- **Sponsor EIN:** 521073386

- **Sponsor Address:** 9180 RUMSEY ROAD, COLUMBIA, MD, 210451965

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

- **Total Participants:** 410

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|410|$5.4M|$169,856|$376,565|

| 2023|369|$4.5M|$95,148|$194,117|

| 2022|345|$4.0M|$97,398|$202,846|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$49,071|—|$49,071|

| CETERA ADVISORS LLC|BROKER/ADVISOR|—|$23,430|$23,430|

| ASCENSUS HOLDINGS INC|CONTRACT ADMIN|$1,625|$4,729|$6,354|

| KUCZAK AND ASSOCIATES, P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,855

- **Estimated Expense Ratio:** 1.471% 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|$48,571|—|$48,571|—|—|

| 2023|$44,049|—|$44,049|—|—|

| 2022|$42,794|—|$42,794|—|—|

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