Back to filter
Original filing (PDF)20251121050334NAL0003471443001
E-EMPHASYS TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
E-EMPHASYS TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
182
Accounts w/ balance
176
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-EMPHASYS TECHNOLOGIES INC.
Plan sponsor
Name
E-EMPHASYS TECHNOLOGIES INC
EIN
94-3381625
Address
2501 WESTON PKWY, SUITE 101 · CARY, NC · 27513
Phone
(919) 657-6565
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
28 direct securities · 1 pooled fund· $8.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$8.6M
28 holdings
Common Collective Trust
$167K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $2.0M | 22.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1.4M | 16.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.2M | 12.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $434K | 4.9% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $415K | 4.6% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $398K | 4.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $347K | 3.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $267K | 3.0% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $247K | 2.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $247K | 2.8% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $238K | 2.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $213K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $167K | 1.9% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $139K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $128K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $121K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $115K | 1.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $115K | 1.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $109K | 1.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $103K | 1.1% | |
| DFA COMMODITY STRAT PORT INST 660 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $80K | 0.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $80K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $56K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $55K | 0.6% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $47K | 0.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $32K | 0.4% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $24K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $22K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $17K | 0.2% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Professional & Technical Services plans
INTELLIGENT MARKETING, INC.
INTELLIGENT MARKETING, INC. 401(K) EMPLOYEE BENEFIT PLAN
$9.0M · 29 participants
FRANZ, INC.
FRANZ, INC. 401(K) RETIREMENT PLAN
$9.0M · 18 participants
BRANDT INFORMATION SERVICES, LLC
BRANDT INFORMATION SERVICES RETIREMENT PLAN
$9.0M · 306 participants
WAVICLE DATA SOLUTIONS LLC
WAVICLE DATA SOLUTIONS 401(K) PLAN
$9.0M · 108 participants
E3 RETAIL, LLC
E3 RETAIL 401(K) PROFIT SHARING PLAN
$9.0M · 19 participants
A2E TECHNOLOGIES
A2E TECHNOLOGIES 401(K) PLAN
$8.9M · 43 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants