Plan Snapshot
- Plan Sponsor: Emoney Advisor, LLC
- Sponsor EIN: 264703468
- Sponsor Address: 4 RADNOR CORPORATE CENTER, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 626
- Total Assets: $100.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 626 | $100.3M | $2.6M | $7.6M |
| 2023 | 610 | $80.8M | $2.8M | $7.8M |
| 2022 | 679 | $62.0M | $2.6M | $7.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $58,384 | — | $58,384 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,282 | — | $10,282 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,666
- Estimated Expense Ratio: 0.068% 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 | $68,666 | $58,384 | — | — | — |
| 2023 | $62,807 | $52,871 | — | — | — |
| 2022 | $52,661 | $43,131 | — | — | — |