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Original filing (PDF)20250731153143NAL0013633730001
EMERGETECH INC.
Form 5500
FILING_RECEIVED
EMERGETECH INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
202
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Index Solutions 2055 Pooled Separate Account" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGETECH INC..
Plan sponsor
Name
EMERGETECH INC.
EIN
81-5195523
Address
9055 EAST DEL CAMINO DRIVE · SCOTTSDALE, AZ · 85258
Phone
(480) 346-1085
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
23 direct securities · 1 pooled fund· $4.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.3M
23 holdings
Pooled Separate Account
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Index Solutions 2055 Pooled Separate Account | — | — | — | $1.4M | 32.0% | |
| Voya Index Solutions 2060 Pooled Separate Account | — | — | — | $613K | 14.1% | |
| Voya Index Solutions 2050 Pooled Separate Account | — | — | — | $547K | 12.6% | |
| Vanguard 500 Index Fund Pooled Separate Account | — | — | — | $331K | 7.6% | |
| Voya Index Solutions 2045 Pooled Separate Account | — | — | — | $311K | 7.2% | |
| Voya Index Solutions 2065 Pooled Separate Account | — | — | — | $275K | 6.3% | |
| Voya Index Solutions 2030 Pooled Separate Account | — | — | — | $205K | 4.7% | |
| JPMorgan Large Cap Growth Fund Pooled Separate Account | — | — | — | $120K | 2.8% | |
| Voya Short Term Bond Fund Pooled Separate Account 723 iShares MSCI EAFE Index Fund Pooled Separate Account | — | — | — | $92K | 2.1% | |
| Vanguard Emerging Markets Stock Index Fund Pooled Separate Account | — | — | — | $73K | 1.7% | |
| Vanguard Mid-Cap Index Fund Pooled Separate Account | — | — | — | $67K | 1.5% | |
| Participant Loans Interest rate 4.25%-10.50% | — | — | — | $54K | 1.3% | |
| Vanguard Total Bond Market Index Fund Pooled Separate Account | — | — | — | $48K | 1.1% | |
| Voya Index Solutions 2025 Pooled Separate Account | — | — | — | $47K | 1.1% | |
| Fidelity Small Cap Index Fund Pooled Separate Account | — | — | — | $36K | 0.8% | |
| Voya Government Money Market Fund Pooled Separate Account | — | — | — | $31K | 0.7% | |
| interest Identity of issue, borrower, lessor, or similar party maturity value Current value ClearBridge Small Cap Growth Fund Pooled Separate Account | — | — | — | $30K | 0.7% | |
| Voya Index Solutions 2035 Pooled Separate Account 507 * Voya Index Solutions 2040 Pooled Separate Account | — | — | — | $23K | 0.5% | |
| MFS Mid Cap Growth Fund Pooled Separate Account | — | — | — | $18K | 0.4% | |
| MFS International Growth Fund Pooled Separate Account | — | — | — | $14K | 0.3% | |
| Franklin Small Cap Value Fund Pooled Separate Account 410 JPMorgan Equity Income Fund Pooled Separate Account | — | — | — | $9K | 0.2% | |
| SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| Vanguard Real Estate Index Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Vanguard Balanced Index Fund Pooled Separate Account | — | — | — | $2K | <0.1% |
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