# Empire Merchants North, LLC DC Plan
Source: https://planprovider.pro/companies/empire-merchants-north-llc-plan-003

> Empire Merchants North, LLC's DC plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Empire Merchants North, LLC

- **Sponsor EIN:** 208448427

- **Sponsor Address:** 7350 ROUND POND ROAD, NORTH SYRACUSE, NY, 13212

- **Plan Type:** DC

- **Total Participants:** 212

- **Total Assets:** $42.7M

## 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|212|$42.7M|$893,457|$1.4M|

| 2023|215|$40.4M|$908,584|$1.4M|

| 2022|221|$37.3M|$840,557|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$53,056|—|$53,056|

| HKMP|ACCOUNTANT|$38,498|—|$38,498|

| ADVISOR INVESTMENTS LLC|INVESTMENT ADVISORY|$35,895|—|$35,895|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HKMP](https://planprovider.pro/provider/held-kranzler-mccosker-and-pulice-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,449

- **Estimated Expense Ratio:** 0.299% of plan assets

### 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|$127,449|$35,895|$53,056|$38,498|—|

| 2023|$106,689|$33,303|$54,386|$19,000|—|

| 2022|$120,198|$43,522|$57,928|—|$18,748|

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