How big is Empire Financial Advisors, Inc.'s plan?

Empire Financial Advisors, Inc.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250519120138NAL0000744067001

Empire Financial Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Empire Financial Advisors, Inc. Retirement Savings Plan

401(k) retirement plan · Empire Financial Advisors, Inc.'s Empire Financial Advisors, Inc. Retirement Savings Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Empire Financial Advisors, Inc.'s EIN is 46-5225264.

EIN 46-5225264

Plan number 001

Plan year 2024

ACK ID 20250519120138NAL0000744067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Empire Financial Advisors, 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 FINANCIAL ADVISORS, 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