How big is Emory & Co LLC's plan?

Emory & Co LLC's plan reported $5.3M in assets and 6 participants for 2025.

Original filing (PDF)20260414144355NAL0022043747001

Emory & Co LLC

Name: Emory & Co LLC — Emory & Co LLC 401(k) Profit, Form 5500 (2025)
Creator: Emory & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Emory & Co LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Emory & Co LLC's Emory & Co LLC 401(k) Profit Sharing Plan & Trust held $5.3M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

John Emory signed Emory & Co LLC's 2025 Form 5500 as plan administrator.

John Emory — 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

Emory & Co LLC's EIN is 39-1952458.

EIN 39-1952458

Plan number 001

Plan year 2025

ACK ID 20260414144355NAL0022043747001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Emory & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Emory & Co 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 EMORY & CO LLC.

Finding similar companies…

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