Plan Ledger DOL Form 5500 · updated monthly

Embark Consulting, LLC401(k)

EMBARK CONSULTING, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Embark Consulting, LLC reported $139,101 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $4,208 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.38% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,235th-largest of 5,688 plans among Texas employers on file, and the 3,277th of 11,654 in professional & technical services. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 484 to 575 since 2022.

Plan summary
Net assets, end of year$40,340,818
Participants with balances668
Active participants575
Employer contributions$2,419,475
Employee contributions$7,343,479
Employer contribution per active participant$4,208
Average account balance$60,390
Benefits paid to participants$1,758,094
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.3M · 668 accts · $2.4M emplr
2023$26.1M · 625 accts · $2.0M emplr
2022$13.4M · 470 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,237
Investment management$25,864
Total administrative$139,101
The Embark Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$4,208
Median for plans this size$2,416
2024$4,208 per active participant
2023$3,220 per active participant
2022$2,888 per active participant

Embark Consulting, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$25,864

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$139,101 · 0.42%
2023$59,558 · 0.30%
2022$40,265 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Texas
Dunaway Associates, L.P. TX$41.2M · 0.21%
Haag Engineering Co. TX$39.5M · 0.19%
Geo Control Systems, Inc. TX$39.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463299551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.