Retirement plan

EMPIRICAL RESEARCH PARTNERS LL 401(K) PROFIT SHARING PLAN & TRUST

Name: EMPIRICAL RESEARCH PARTNERS LL - EMPIRICAL RESEARCH PARTNERS LL 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: EMPIRICAL RESEARCH PARTNERS LL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPIRICAL RESEARCH PARTNERS LL 401(K) PROFIT SHARING PLAN & TRUST, EMPIRICAL RESEARCH PARTNERS LL

EMPIRICAL RESEARCH PARTNERS LLEIN 42-1541228Plan #001PY 2025

551 5TH AVE FL 18 - NEW YORK, NY 101761899212-803-7990empirical-research.comLinkedIn11-50 employeesresearch

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$12M

+22.1% from 2024

Total participants

0.0% from 2024

Average account balance

$547,264

+16.6% from 2024

Annual return

17.35%

-5.66 pp from 2024

Benchmarks

See 2,730 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort2,730 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$547K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$472K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60

$2 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$547,264

$145,431+276.3%

$211,142+159.2%

$87,485+525.6%

Participation rate

80.8%

84.7%-4.0pp

87.3%-6.5pp

68.9%+11.8pp

Annual return

17.35%

27.21%-9.9pp

46.84%-29.5pp

26.06%-8.7pp

Employer contribution / active EE

$4,662-100.0%

$6,442-100.0%

$2,596-100.0%

Participant deferral / active EE

$18,161

$6,859+164.8%

$9,284+95.6%

$4,274+325.0%

Admin fee / account holder

$17,052-100.0%

$19,076-100.0%

$7,775-100.0%

EMPIRICAL RESEARCH PARTNERS LL 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPIRICAL RESEARCH PARTNERS LL 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion