Original filing (PDF)20251015104511NAL0009150466001

EMERALD RETIREMENT PLANNING GROUP, INC.

Name: EMERALD RETIREMENT PLANNING GROUP, INC. — EMERALD RETIREMENT PLANNING GROUP401K, Form 5500 (2024)
Creator: EMERALD RETIREMENT PLANNING GROUP, INC.

Form 5500-SF

FILING_RECEIVED

EMERALD RETIREMENT PLANNING GROUP401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMERALD RETIREMENT PLANNING GROUP, INC..

Plan sponsor

Name

EMERALD RETIREMENT PLANNING GROUP, INC.

EIN

45-5272023

Address

6 LIBERTY SQUARE MALL · STONY POINT, NY · 10980

Phone

(845) 942-8578

Industry

Finance & Insurancesee all

Plan administrator