Original filing (PDF)20250523112615NAL0003359681001

EMMANUEL, SHEPPARD & CONDON, P.A

Name: EMMANUEL, SHEPPARD & CONDON, P.A — EMMANUEL, SHEPPARD & CONDON, P.A 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2024)
Creator: EMMANUEL, SHEPPARD & CONDON, P.A

Form 5500-SF

FILING_RECEIVED

EMMANUEL, SHEPPARD & CONDON, P.A 401(K) PROFIT SHARING PLAN AND T

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.5M

Net assets (EOY)

$23.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMMANUEL, SHEPPARD & CONDON, P.A.

Plan sponsor

Name

EMMANUEL, SHEPPARD & CONDON, P.A

EIN