How big is Empire Office, Inc.'s plan?

Empire Office, Inc.'s plan reported $31.1M in assets and 756 participants for 2024.

Original filing (PDF)20251015090403NAL0002058003001

Empire Office, Inc.

Name: Empire Office, Inc. — Empire Office, Inc. 401(k), Form 5500 (2024)
Creator: Empire Office, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Empire Office, Inc. 401(k) Plan II

401(k) retirement plan · Empire Office, Inc.'s Empire Office, Inc. 401(k) Plan II held $31.1M in plan assets for 756 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

No auditor on file

Active participants

756

Accounts w/ balance

291

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

People on this filing

Yolanda Burgos signed Empire Office, Inc.'s 2024 Form 5500 as plan administrator.

Yolanda Burgos — 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

Empire Office, Inc.'s EIN is 13-1945763.

EIN 13-1945763

Plan number 002

Plan year 2024

ACK ID 20251015090403NAL0002058003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Empire Office, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Total administrative cost in the bottom quartile of peers (25th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

EMPIRE OFFICE, INC.

EIN

all filings

Address

654 MADISON AVE. · 14TH FLOOR · NEW YORK, NY · 10065

Phone

(212) 607-5649

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$117K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$15K	—

Investments

30 direct securities· $30.8M(99% of reported assets)

Other securities

$24.4M

17 holdings

Common Collective Trusts

$5.6M

4 holdings

Mutual Funds

$735K

7 holdings

Stable Value

$44K

1 holding

U.S. Treasuries

$17K

1 holding

					% of plan
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$5.3M	17.0%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$4.8M	15.5%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$4.4M	14.0%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$3.4M	11.0%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$3.1M	10.0%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$2.6M	8.4%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$2.0M	6.4%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$866K	2.8%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$841K	2.7%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$778K	2.5%
Mutual of America MoA Clear Passage 2015 Fund	Other securities	—	—	$450K	1.4%
Mutual of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$419K	1.3%
Mutual of America Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$274K	0.9%
Mutual of America Calvert US Large Cap Core Rspnb Idx R6	Common Collective Trusts	—	—	$242K	0.8%
Mutual of America Loan Fund	Other securities	—	—	$221K	0.7%
Mutual of America Calvert International Responsible Idx R6	Common Collective Trusts	—	—	$189K	0.6%
Mutual of America Dodge & Cox Stock	Mutual Funds	—	—	$153K	0.5%
Mutual of America Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$129K	0.4%
Mutual of America BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$128K	0.4%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$92K	0.3%
Mutual of America Vanguard International Growth Adm	Mutual Funds	—	—	$82K	0.3%
Mutual of America Delaware Small Cap Value R6	Other securities	—	—	$82K	0.3%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$67K	0.2%
Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$59K	0.2%
Mutual of America Invesco Stable Value Trust A1	Stable Value	—	—	$44K	0.1%
Mutual of America MFS Mid Cap Value R6	Mutual Funds	—	—	$29K	<0.1%
Mutual of America Calvert Small-Cap R6	Other securities	—	—	$18K	<0.1%
Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$17K	<0.1%
Mutual of America American Funds New World R6	Mutual Funds	—	—	$10K	<0.1%
Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$4K	<0.1%