How big is Emerson Graham + Associates' plan?

Emerson Graham + Associates' plan reported $35K in assets and 3 participants for 2025.

Original filing (PDF)20260327080630NAL0005752689001

Emerson Graham + Associates

Name: Emerson Graham + Associates — Emerson Graham +, Form 5500 (2025)
Creator: Emerson Graham + Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Emerson Graham + Associates WHAT Benefit Plan

Health & welfare plan · Emerson Graham + Associates' Emerson Graham + Associates WHAT Benefit Plan held $35K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$35K

Net assets (EOY)

$20K

People on this filing

Kenneth Penn signed Emerson Graham + Associates' 2025 Form 5500 as plan administrator.

Kenneth Penn — 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

Emerson Graham + Associates' EIN is 82-3805772.

EIN 82-3805772

Plan number 501

Plan year 2025

ACK ID 20260327080630NAL0005752689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Emerson Graham + Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Emerson Graham + Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMERSON GRAHAM + ASSOCIATES.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score