How big is EMI Strategic Marketing, Inc.'s plan?

EMI Strategic Marketing, Inc.'s plan reported $15.1M in assets and 25 participants for 2024.

Original filing (PDF)20250708095415NAL0006744032001

EMI Strategic Marketing, Inc.

Name: EMI Strategic Marketing, Inc. — EMI Savings 401(k), Form 5500 (2024)
Creator: EMI Strategic Marketing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EMI Savings 401(k) Plan

401(k) retirement plan · EMI Strategic Marketing, Inc.'s EMI Savings 401(k) Plan held $15.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

Plan identifiers

EMI Strategic Marketing, Inc.'s EIN is 04-3026136.

EIN 04-3026136

Plan number 002

Plan year 2024

ACK ID 20250708095415NAL0006744032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EMI Strategic Marketing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EMI Strategic Marketing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EMI STRATEGIC MARKETING, INC.

EIN

all filings

Address

15 BROAD STREET · BOSTON, MA · 02109

Phone

(617) 224-1101

Industry

Professional & Technical Services

Plan administrator