AUMdb

Empower Hr Retirement Savings Plan

Sponsored by Empower Hr, Llc · EIN 391962784 · Plan #333

Total assets
$115M
Net assets
$114M
Active participants
7,792
With balances
3,715

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Souders Financial Advisors, Llc CRD 296780 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $579,533
Pinnacle An Nppg Company Recordkeeping, Participant loan processing, Recordkeeping fees $254,433
Lpl Financial Corporation Investment advisory (plan) $127,323
3(16) Fiduciary Services Plan administrator $93,705
Metz & Associates Accounting $17,750
Sourders Financial Advisors Ria Investment advisory (plan) $3,302