Plan Snapshot
- Plan Sponsor: Emplifi INC.
- Sponsor EIN: 311453471
- Sponsor Address: 4200 REGENT STREET, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $17.0M
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 | 116 | $17.0M | $554,278 | $1.2M |
| 2023 | 111 | $15.4M | $595,625 | $1.3M |
| 2022 | 140 | $14.7M | $670,256 | $1.5M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT AND CO. | Auditor | — | — | $0 |
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 | $5,715 | $4,796 | — | — | — |
| 2023 | $5,812 | $4,595 | — | — | — |
| 2022 | $3,883 | $3,483 | — | — | — |