Plan Snapshot
- Plan Sponsor: Emerus Holdings, INC.
- Sponsor EIN: 274317672
- Sponsor Address: 8686 NEW TRAILS DRIVE, THE WOODLANDS, TX, 77381
- Plan Type: 401(k)
- Total Participants: 2,143
- Total Assets: $74.5M
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 | 2,143 | $74.5M | $3.9M | $7.0M |
| 2023 | 2,138 | $60.6M | $3.5M | $6.3M |
| 2022 | 2,014 | $45.9M | $3.2M | $5.5M |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER CPAS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $237,872 | — | — | — | — |
| 2023 | $225,679 | $37,638 | — | — | — |
| 2022 | $132,164 | — | — | — | — |