Plan Ledger DOL Form 5500 · updated monthly

Emprise Corporation401(k)

EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN · LEDYARD, CT · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Emprise Corporation reported $72,051 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,165 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 fell from 0.66% to 0.57%. 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 among the smaller plans on file in Connecticut (666th of 1,106), and 6,899th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 150 to 165 since 2022.

Plan summary
Net assets, end of year$13,723,498
Participants with balances184
Active participants165
Employer contributions$687,278
Employee contributions$1,702,154
Employer contribution per active participant$4,165
Average account balance$74,584
Benefits paid to participants$2,181,664
Plan auditUnmodified (clean) audit opinion
AuditorWHITTLESEY
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 184 accts · $687K emplr
2023$11.5M · 170 accts · $653K emplr
2022$7.8M · 153 accts · $544K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,172
Investment management$68,879
Total administrative$72,051
The Emprise Corporation 401(k) match · 2024
Employer contribution per active participant$4,165
Median for plans this size$2,416
2024$4,165 per active participant
2023$3,913 per active participant
2022$3,628 per active participant

Emprise Corporation'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$40,276
EXCEL WEALTH MANAGEMENT, LLC · Recordkeeping · Trustee$31,773
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, EXCEL WEALTH MANAGEMENT, LLC
2023ADP, EXCEL WEALTH MANAGEMENT, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$72,051 · 0.57%
2023$59,895 · 0.62%
2022$50,624 · 0.66%
Similar plansProfessional & Technical Services · Connecticut
Adm Promotions USA, Inc. CT$15.2M · 0.60%
City Line Distributors, LLC CT$13.9M · 0.06%
Inspira Marketing Group LLC CT$13.6M · 0.19%
Quantum-Si Incorporated CT$13.1M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311257326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.