Plan5500

401(K) Plan For Dfh Companies — Form 5500 plan (Embrace Home Loans, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 401(K) Plan For Dfh Companies is a benefit plan reported by Embrace Home Loans, Inc. under EIN 05-0402708 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,065 participants and $77,402,627 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Embrace Home Loans, Inc.
EIN
05-0402708
Plan number
002
Plan type
2
Location
Middletown, RI
Latest filing year
2023
Participants
1,065
End-of-year plan assets
$77,402,627

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,065H, C20240904104211NAL0019593777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,402,627
Total liabilities (EOY)
$0
Net assets (EOY)
$77,402,627
Net assets (BOY)
$69,983,965

Income & contributions

Participant contributions
$3,876,632
Total contributions
$4,201,943
Total income / additions
$16,914,007

Expenses & distributions

Benefits paid
$9,461,037
Administrative expenses
$34,308
Total expenses
$9,495,345
Net increase / (decrease)
$7,418,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services IncSERVICE PROVIDER$0$41,6672023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$16,380$02023
Morningstar Investment ManagementSERVICE PROVIDER$9,646$02023
Voya Retirement Advisors, LLCSERVICE PROVIDER$6,083$02023

Related Form 5500 pages