Plan Ledger DOL Form 5500 · updated monthly

Empire Portfolio Group Payroll LLC401(k)

EMPIRE PORTFOLIO GROUP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.40%

Empire Portfolio Group Payroll LLC reported $8,577 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (5,009th of 5,648), and 1,109th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,556,103
Participants with balances517
Active participants678
Employer contributions—
Employee contributions$1,080,359
Employer contribution per active participant—
Average account balance$4,944
Benefits paid to participants$581,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 517 accts
2023$1.8M · 834 accts
2022$632K · 732 accts
Administrative expenses, itemized · 2024
Investment management$8,577
Total administrative$8,577
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$8,577

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,577 · 0.40%
2023$2,299 · 0.19%
2022$350 · 0.06%
Same employer
Similar plansArts, Entertainment & Recreation · New York
Hits LLC NY$2.7M · 0.29%
Crunch Holdings, LLC NY$2.3M · 0.46%
Dayglo Management, LLC NY$1.9M · 3.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862011795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.