# Emoney Advisor, LLC 401(k) Plan
Source: https://planprovider.pro/companies/emoney-advisor-llc-401k-plan

> Emoney Advisor, LLC's 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [KREISCHER MILLER](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Chatham Financial](https://planprovider.pro/companies/chatham-financial-plan) — 632 participants

- [Hamilton Lane Advisors, LLC](https://planprovider.pro/companies/hamilton-lane-advisors-llc-401k-plan) — 599 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-plan-404) — 564 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-015) — 561 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-014) — 691 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-inc-401k-plan) — 524 participants

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

© 2026 PlanProvider.Pro