Original filing (PDF)20251010111404NAL0012939376001

EMERALD TAX & ACCOUNTING SERVICES, LLC

Name: EMERALD TAX & ACCOUNTING SERVICES, LLC — EMERALD TAX & ACCOUNTING SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: EMERALD TAX & ACCOUNTING SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

EMERALD TAX & ACCOUNTING SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

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 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 TAX & ACCOUNTING SERVICES, LLC.

Plan sponsor

Name

EMERALD TAX & ACCOUNTING SERVICES, LLC

EIN

16-1598846all filings

Address

599 RIDGE ROAD · WEBSTER, NY · 14580

Phone

(585) 510-5850

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator