How big is Empire Strategic Planning, Inc.'s plan?

Empire Strategic Planning, Inc.'s plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250218120205NAL0003203297001

Empire Strategic Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Empire Strategic Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Empire Strategic Planning, Inc.'s Empire Strategic Planning, Inc. 401(k) Profit Sharing Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Nick Spano signed Empire Strategic Planning, Inc.'s 2024 Form 5500 as plan administrator.

Nick Spano — 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 Strategic Planning, Inc.'s EIN is 20-8262495.

EIN 20-8262495

Plan number 001

Plan year 2024

ACK ID 20250218120205NAL0003203297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Empire Strategic Planning, 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 EMPIRE STRATEGIC PLANNING, INC..

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score