What public Form 5500 filings show about the Emerald Wealth Management, LLC 401(k) plan — and how to find and check your own account.
Emerald Wealth Management, LLC (EIN 65-1303628) reports EMERALD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $762K in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Emerald Wealth Management, LLC filing — schedules, fees, and providers.
Emerald Wealth Management, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Emerald Wealth Management, LLCHR for the recordkeeper’s name and login.
