· 2022–2024 · DOL EFAST2

EMERALD FINANCIAL SERVICES, INC. — EMERALD FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20251001171620NAL0006041827001

EMERALD FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

EMERALD FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EMERALD FINANCIAL SERVICES, INC.

EIN

16-1108753

Address

11 EAST MAIN STREET · WEBSTER, NY · 14580

Phone

(585) 265-2870

Industry

Finance & Insurancesee 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

2025-10-01

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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