How big is Empirical Financial Services, LLC's plan?

Empirical Financial Services, LLC's plan reported $12.3M in assets and 97 participants for 2025.

Original filing (PDF)20260522163345NAL0007339650001

Empirical Financial Services, LLC

Name: Empirical Financial Services, LLC — Empirical, Form 5500 (2025)
Creator: Empirical Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Empirical Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Empirical Financial Services, LLC's Empirical Financial Services, LLC 401(k) Profit Sharing Plan held $12.3M in plan assets for 97 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

Lorne Enquist signed Empirical Financial Services, LLC's 2025 Form 5500 as plan administrator.

Lorne Enquist — 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

Empirical Financial Services, LLC's EIN is 27-2114998.

EIN 27-2114998

Plan number 001

Plan year 2025

ACK ID 20260522163345NAL0007339650001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Empirical Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Empirical Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMPIRICAL FINANCIAL SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off