Original filing (PDF)20250422144441NAL0004305265001

FRED L. EMERSON FOUNDATION, INC.

Name: FRED L. EMERSON FOUNDATION, INC. — FRED L. EMERSON FOUNDATION, INC. EMPLOYEES' 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: FRED L. EMERSON FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

FRED L. EMERSON FOUNDATION, INC. EMPLOYEES' 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRED L. EMERSON FOUNDATION, INC..

Plan sponsor

Name

FRED L. EMERSON FOUNDATION, INC.

EIN

15-6017650

Address

5654 SOUTH STREET RD. · AUBURN, NY · 13021

Phone

(315) 253-9621

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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