Assets by plan
Share of aggregate retirement assets
Filings through .
Empire Valuation Consultants, Inc.
EIN 20-0558284financial servicesLatest filing 2025
Plans
2
Retirement
2
$57.7M assets
Health & Benefits
0
Participants
200
777 CANAL VIEW BLVD., SUITE 200 - ROCHESTER, NY 14618585-475-9260empireval.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $57.7M assets / 200 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EMPIRE VALUATION CONSULTANTS, LLC EMPLOYEE 401(K) PLAN
401(k)
Assets$50.4M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EMPIRE VALUATION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.3M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EMPIRE VALUATION CONSULTANTS, LLC EMPLOYEE 401(K) PLAN | 401(k) | $50.4M | 113 | 2025 |
| #002 | EMPIRE VALUATION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.3M | 87 | 2025 |
- #001 · 401(k) · 2025113
- #002 · ESOP · 202587
Retirement plans