Back to filter
Original filing (PDF)20250211121505NAL0037710290001
EMERIO ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
EMERIO ENTERPRISES INC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERIO ENTERPRISES, INC..
Plan sponsor
Name
EMERIO ENTERPRISES, INC.
EIN
47-2394178
Address
12717 MIRAR DE VALLE · VALLEY CENTER, CA · 92082
Phone
(760) 796-4510
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-02-11
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
ORION MANAGEMENT SOLUTIONS, INC.
ORION MANAGEMENT SOLUTIONS 401(K) PLAN
$3.2M · 276 participants
MORTEN BEYER & AGNEW, INC
MORTEN BEYER & AGNEW, INC 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 22 participants
REMPREX INC.
REMPREX UNION 401(K) PLAN
$3.2M · 159 participants
ELLUMINATES SOFTWARE
ELLUMINATES SOFTWARE RETIREMENT SAVINGS
$3.2M · 31 participants
EXTRA PACKAGING LLC
EXTRA PACKAGING LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 57 participants
VAHEY & GLUCK HAND SURGERY LTD
VAHEY & GLUCK HAND SURGERY LTD 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
