How big is K.W. Emerson Inc.'s plan?

K.W. Emerson Inc.'s plan reported $5.2M in assets and 132 participants for 2024.

Original filing (PDF)20251006125904NAL0002072179001

K.W. Emerson Inc.

Name: K.W. Emerson Inc. — K. W. Emerson, Inc. Retirement, Form 5500 (2024)
Creator: K.W. Emerson Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K. W. Emerson, Inc. Retirement Savings Plan

401(k) retirement plan · K.W. Emerson Inc.'s K. W. Emerson, Inc. Retirement Savings Plan held $5.2M in plan assets for 132 participants in 2024.

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

110

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

K.W. Emerson Inc.'s EIN is 94-1577582.

EIN 94-1577582

Plan number 010

Plan year 2024

ACK ID 20251006125904NAL0002072179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K.W. Emerson Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K.W. Emerson Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score