· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EMERITUS CORPORATION — EMERITUS SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527091536NAL0005867073001
EMERITUS CORPORATION
Form 5500-SF
FILING_RECEIVED
EMERITUS SAVINGS AND RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
17
Accounts w/ balance
17
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EMERITUS CORPORATION
.
Find decision makers
Plan sponsor
Name
EMERITUS CORPORATION
DBA
BOCK ASSOCIATES
EIN
41-1593105
Address
6105 150TH ST N · HUGO, MN · 550388448
Phone
—
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-05-27
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
ORION ENTRANCE CONTROL, INC.
ORION ENTRANCE CONTROL, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 26 participants
STRATA, LLC
STRATA, LLC 401(K) PLAN
$2.5M · 28 participants
PROCESS APPLICATIONS LIMITED
PROCESS APPLICATIONS LIMITED PROFIT SHARING PLAN
$2.5M · 7 participants
SILAR SERVICES, INC.
SILAR SERVICES, INC. 401(K) PLAN
$2.5M · 4 participants
COUNCIL OF STATE ADMINISTRATORS OF VOCATIONAL REHABILITATION
CSAVR 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.5M · 6 participants
INTEGRITY SPECIALISTS, LLC
INTEGRITY SPECIALISTS, LLC RETIREMENT PLAN
$2.5M · 20 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
