Assets by plan
Share of aggregate retirement assets
Filings through .
Emerald Asset Management, Inc.
EIN 23-2650313investment managementLatest filing 2025
Plans
2
Retirement
2
$66.7M assets
Health & Benefits
0
Participants
89
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $66.7M assets / 89 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$45.9M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN
401(k)
Assets$20.8M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $45.9M | 48 | 2025 |
| #001 | EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | 401(k) | $20.8M | 41 | 2025 |
- #002 · ESOP · 202548
- #001 · 401(k) · 202541
Retirement plans
Health & Benefits plans