Emerald Asset Management, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Emerald Asset Management, INC.
  • Sponsor EIN: 232650313
  • Sponsor Address: 3175 OREGON PIKE, LEOLA, PA, 17540
  • Plan Type: DC
  • Total Participants: 35
  • Total Assets: $37.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$37.3M$886,299$0
202336$33.9M$906,756$0
202241$31.6M$807,207$0

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