Empowered Retirement, Inc.
- Regulatory AUM
- $78.7M
- Discretionary
- $77.5M
- Clients
- 117
- Avg AUM / client
- $672K
- Accounts
- 201
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $15.1M | 19.2% |
| High net worth individuals | 38 | $63.5M | 80.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mid Atlantic States District Council Participating Locals Annuity Fund Mid Atlantic States District Council Participating Locals Annuity Fund | 2024 | |
| Mufg Bank Ltd. 401(k) Plan Mufg Bank, Ltd | 2024 | |
| Camp Family Ventures 401(k) Plan Kern Machinery, Inc. | 2024 | |
| Plumbers & Steamfitters 150 Profit Sharing Fund Plumbers & Steamfitters 150 Profit Sharing Fund | 2024 | |
| Plumbers & Steamfitters Local 184 Supplemental Pension Plan Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental | 2024 | |
| Hospital Central Services Cooperative, Inc. Pension Plan Hospital Central Services Cooperative, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Asta Sanders | Registered representative | CFP | Feb 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mid Atlantic States District Council Participating Locals Annuity Fund | Mid Atlantic States District Council Participating Locals Annuity Fund | 7,375 | $149M | 01/01/2024 |
| Mufg Bank Ltd. 401(k) Plan | Mufg Bank, Ltd | 5,478 | $2.9B | 01/01/2024 |
| Camp Family Ventures 401(k) Plan | Kern Machinery, Inc. | 158 | $27.5M | 01/01/2024 |
| Plumbers & Steamfitters 150 Profit Sharing Fund | Plumbers & Steamfitters 150 Profit Sharing Fund | 1,428 | $32.5M | 01/01/2024 |
| Plumbers & Steamfitters Local 184 Supplemental Pension Plan | Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental | 930 | $81.9M | 01/01/2024 |
| Hospital Central Services Cooperative, Inc. Pension Plan | Hospital Central Services Cooperative, Inc. | 128 | $12.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗