Plan Snapshot
- Plan Sponsor: Empire Merchants North, LLC
- Sponsor EIN: 208448427
- Sponsor Address: 7350 ROUND POND ROAD, NORTH SYRACUSE, NY, 13212
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $48.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $48.5M | $1.1M | $2.0M |
| 2023 | 214 | $44.4M | $1.1M | $1.9M |
| 2022 | 209 | $38.1M | $1.1M | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HELD KRANZLER MCCOSKER & PULICE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HELD KRANZLER MCCOSKER & PULICE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $90,811 | $40,311 | $50,500 | — | — |
| 2023 | $116,148 | $35,249 | $61,899 | $19,000 | — |
| 2022 | $122,841 | $40,513 | $63,578 | — | $18,750 |