Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EMERALD ASSET MANAGEMENT, INC.
EIN 23-2650313investment managementLatest filing 2025
Plans
2
Retirement
2
$58.0M assets
Welfare
0
Participants
89
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $58.0M assets / 89 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$37.3M
Participants48
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN
401k
Assets$20.8M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $37.3M | 48 | 2024 | |
| 001 | EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | 401k | $20.8M | 41 | 2025 |
Retirement plans
Welfare plans