How big is Empirical Planners LLC's plan?

Empirical Planners LLC's plan reported $253K in assets and 5 participants for 2024.

Original filing (PDF)20250718164253NAL0002123025001

Empirical Planners LLC

Name: Empirical Planners LLC — Empirical Planners, LLC, Form 5500 (2024)
Creator: Empirical Planners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Empirical Planners, LLC 401(k) Plan

401(k) retirement plan · Empirical Planners LLC's Empirical Planners, LLC 401(k) Plan held $253K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Kevin Rosenzweig signed Empirical Planners LLC's 2024 Form 5500 as plan administrator.

Kevin Rosenzweig — 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 Planners LLC's EIN is 84-3811624.

EIN 84-3811624

Plan number 001

Plan year 2024

ACK ID 20250718164253NAL0002123025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Empirical Planners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Empirical Planners LLC'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 EMPIRICAL PLANNERS LLC.

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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