Original filing (PDF)20260102104949NAL0001751057001

EMERGE FELLOWSHIP

Name: EMERGE FELLOWSHIP — EMERGE FELLOWSHIP 403(B) PLAN, Form 5500 (2024)
Creator: EMERGE FELLOWSHIP

Form 5500-SF

FILING_RECEIVED

EMERGE FELLOWSHIP 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGE FELLOWSHIP.

Plan sponsor

Name

EMERGE FELLOWSHIP

EIN

45-4077397

Address

11251 NORTHWEST FWY · SUITE 330 · HOUSTON, TX · 77092

Phone

(832) 350-3061

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

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