Empower Hr Retirement Savings Plan — Form 5500 plan (Empower Hr, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Empower Hr Retirement Savings Plan is a benefit plan reported by Empower Hr, LLC under EIN 39-1962784 and plan number 333. The latest loaded filing year is 2023. The filing reports 12,033 participants and $157,403,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empower Hr, LLC
- EIN
- 39-1962784
- Plan number
- 333
- Plan type
- 3
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 12,033
- End-of-year plan assets
- $157,403,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,033 | H, C | 20241015155952NAL0015028083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,403,202
- Total liabilities (EOY)
- $353,926
- Net assets (EOY)
- $157,049,276
- Net assets (BOY)
- $136,530,755
Income & contributions
- Employer contributions
- $5,065,417
- Participant contributions
- $16,853,634
- Total contributions
- $24,899,799
- Total income / additions
- $47,872,944
Expenses & distributions
- Benefits paid
- $13,286,650
- Administrative expenses
- $1,174,264
- Total expenses
- $14,824,908
- Net increase / (decrease)
- $33,048,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $674,773 | $0 | 2023 |
| Pinnacle An Nppg Company | RECORDKEEPER | $219,941 | $493 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $186,515 | not reported in the loaded dataset | 2023 |
| 3(16) Fiduciary Services | PLAN ADMINISTRATOR | $143,753 | not reported in the loaded dataset | 2023 |
| Sourders Financial Advisors Ria | INVESTMENT ADVISORY- PLAN | $11,544 | not reported in the loaded dataset | 2023 |
| Tomasek Law Office LLC | LEGAL | $9,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empower Hr, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Transamerica Financial Life Ins Co — Schedule C compensation
- Pinnacle An Nppg Company — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- 3(16) Fiduciary Services — Schedule C compensation
- Sourders Financial Advisors Ria — Schedule C compensation
- Tomasek Law Office LLC — Schedule C compensation