How big is E & M Management Group LLC's plan?

E & M Management Group LLC's plan reported $1.4M in assets and 53 participants for 2024.

Original filing (PDF)20250724065222NAL0010641154001

E & M Management Group LLC

Name: E & M Management Group LLC — Truwealth Retirement, Form 5500 (2024)
Creator: E & M Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truwealth Retirement Solutions AS Adopted by E & M Services, LLC

401(k) retirement plan · E & M Management Group LLC's Truwealth Retirement Solutions AS Adopted by E & M Services, LLC held $1.4M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Tammy Julian signed E & M Management Group LLC's 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

E & M Management Group LLC's EIN is 27-4613694.

EIN 27-4613694

Plan number 001

Plan year 2024

ACK ID 20250724065222NAL0010641154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E & M Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E & M Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (92nd percentile).

Plan sponsor

Name

E & M MANAGEMENT GROUP LLC

EIN

all filings

Address

305 12TH STREET SE · WATFORD, ND · 58854

Phone

(701) 842-6309

Industry

Utilities

Plan administrator