# Emprise Corporation 401(k) Plan
Source: https://planprovider.pro/companies/emprise-corporation-401k-plan-001-7326

> Emprise Corporation's 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Emprise Corporation

- **Sponsor EIN:** 311257326

- **Sponsor Address:** 7 LORENZ PARKWAY, LEDYARD, CT, 06339

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

- **Total Participants:** 165

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|165|$13.7M|$687,278|$1.7M|

| 2023|167|$11.5M|$653,473|$1.6M|

| 2022|150|$7.8M|$544,137|$1.3M|

## 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|

| ADP, INC.|RECORD KEEPER|$40,276|—|$40,276|

| EXCEL WEALTH MANAGEMENT, LLC|INVESTMENT/FINANCIAL ADVI|$31,773|—|$31,773|

| WHITTLESEY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,049

- **Estimated Expense Ratio:** 0.525% 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|$72,051|$68,879|—|—|—|

| 2023|$59,895|$23,635|—|—|—|

| 2022|$50,624|—|—|—|—|

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