· 2022–2024 · DOL EFAST2

Emerald Management, Inc. — Emerald Management, Inc., Form 5500 (2023)

Original filing (PDF)20240926150546NAL0001504192001

Emerald Management, Inc.

Form 5500-SF

FILING_RECEIVED

Emerald Management, Inc. 401(k) Plan

401(k) retirement plan · Emerald Management, Inc.'s Emerald Management, Inc. 401(k) Plan held $712K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMERALD MANAGEMENT, INC..

Plan sponsor

Name

EMERALD MANAGEMENT, INC.

EIN

13-4218275all filings

Address

4008 GLENVIEW AVE · GLENVIEW, KY · 40025

Phone

(502) 899-2129

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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