Original filing (PDF)20250519120138NAL0000744067001

EMPIRE FINANCIAL ADVISORS, INC.

Name: EMPIRE FINANCIAL ADVISORS, INC. — EMPIRE FINANCIAL ADVISORS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: EMPIRE FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

EMPIRE FINANCIAL ADVISORS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPIRE FINANCIAL ADVISORS, INC..

Plan sponsor

Name

EMPIRE FINANCIAL ADVISORS, INC.

EIN

46-5225264

Address

3 LEAR JET LANE · LATHAM, NY · 12110

Phone

(518) 608-1117

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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