Plan Ledger DOL Form 5500 · updated monthly

Embroker Inc.401(k)

EMBROKER 401K PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Embroker Inc. reported $8,884 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,362 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,024th of 9,483), and 4,451st of 4,798 in finance & insurance. In 2024, employees put in $5.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,937,303
Participants with balances118
Active participants83
Employer contributions$196,078
Employee contributions$1,028,866
Employer contribution per active participant$2,362
Average account balance$41,842
Benefits paid to participants$870,982
Plan auditUnmodified (clean) audit opinion
AuditorDSR CPA & CONSULTANTS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,715
Investment management$69
Total administrative$8,884
The Embroker Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$1,313

Embroker Inc.'s 2024 employer contribution ran above the $1,313 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
NFP RETIREMENT INCindirect comp

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

Administrative cost history1
2024$8,884 · 0.20%
Same employer
Similar plansFinance & Insurance · California
High Tech Lending, Inc. CA$6.1M · 0.74%
Sharp Health Plan CA$5.8M · 0.02%
Cherry Technologies Inc. CA$5.2M · 0.11%
Dma Claims, Inc. CA$4.9M · 0.53%
Vinci Brands LLC CA$4.4M · 0.08%
Data Mortage, Inc CA$4.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473262955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.