How big is Ronald S. Emmert CLU's plan?

Ronald S. Emmert CLU's plan reported $5.6M in assets and 1 participants for 2024.

Original filing (PDF)20251015130200NAL0006173936005

Ronald S. Emmert CLU

Name: Ronald S. Emmert CLU — Ronald S. Emmert, Form 5500 (2024)
Creator: Ronald S. Emmert CLU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald S. Emmert Profit-Sharing Plan

Defined-contribution retirement plan · Ronald S. Emmert CLU's Ronald S. Emmert Profit-Sharing Plan held $5.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Ronald S Emmert signed Ronald S. Emmert CLU's 2024 Form 5500 as plan administrator.

Ronald S Emmert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ronald S. Emmert CLU's EIN is 76-0151924.

EIN 76-0151924

Plan number 001

Plan year 2024

ACK ID 20251015130200NAL0006173936005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ronald S. Emmert CLU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ronald S. Emmert CLU's plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RONALD S. EMMERT CLU.

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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