Back to filter
Original filing (PDF)20250911105344NAL0000242737001
EMP ADVISORY CORP
Form 5500-SF
FILING_RECEIVED
EMP ADVISORY CORP DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMP ADVISORY CORP.
Plan sponsor
Name
EMP ADVISORY CORP
EIN
82-3531856
Address
3821-B TAMIAMI TRAIL, #321 · PORT CHARLOTTE, FL · 33952
Phone
(941) 421-4232
Industry
Professional & Technical Servicessee 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
2025-09-11
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
CONSULTING JW LLC
CONSULTING JW LLC CASH BALANCE PLAN
$2.3M · 3 participants
RUPP PERFORMANCE MANAGEMENT, INC.
RUPP PERFORMANCE MANAGEMENT, INC. 401(K) PLAN
$2.3M · 3 participants
THOMAS HOUSTON ASSOCIATES, INC.
THOMAS HOUSTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 11 participants
GROUP 1 SOLUTIONS, LLC
GROUP 1 SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$2.3M · 2 participants
E-RATE ONLINE, LLC
E-RATE ONLINE, LLC 401(K) PLAN
$2.3M · 11 participants
TSOURCE, LLC
TSOURCE LLC 401(K) PLAN
$2.3M · 14 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants