Plans listing this provider
4,027
7.14% of the 56,420 plans with Schedule H financials; 3,916 in 2023
Providers › Empower Advisory Group, LLC
Empower Advisory Group, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $79,541,155
Assets of those plans
$206,621,880,932
2.65% of all Schedule H plan assets
Plans where it is the recordkeeper
29
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$79,541,155
99% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 4,003 |
| 50 | Direct payment from the plan | 52 |
| 26 | Investment advisory (participants) | 26 |
| 64 | Recordkeeping fees | 25 |
| 51 | Investment management fees paid directly by plan | 7 |
| 27 | Investment advisory (plan) | 4 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Abbvie Savings Plan | AbbVie | $13,388,913,371 | 38,275 | $4,244,575 |
| Trinet 401(k) Plan | Gemelli Biotech | $8,710,441,603 | 20,530 | $3,088,475 |
| Westrock Company 401(k) Retirement Savings Plan | WRKCo | $4,981,643,238 | 42,311 | $1,365,979 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $865,671 |
| Fifth Third Bancorp 401(k) Savings Plan | Fifth Third Bancorp | $4,005,871,003 | 23,249 | $1,613,845 |
| Justworks Retirement Savings Plan | Yatima | $3,937,775,722 | 96,206 | $98,820 |
| The Rite Aid 401(k) Plan | New Rite Aid | $3,205,758,976 | 22,767 | $725,711 |
| Trinet Select 401(k) Plan | Trinet HR IV | $2,954,693,069 | 20,148 | $112,599 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $334,577 |
| Wellspan 403(b) Retirement Savings Plan | Wellspan Health | $2,642,286,795 | 26,376 | $262,453 |
| Western Digital Corporation 401(k) Plan | Western Digital | $2,476,282,302 | 10,063 | $158,493 |
| Reyes Holdings Retirement Plan | Reyes Holdings | $2,107,653,219 | 27,714 | $334,296 |
| Oshkosh Corporation and Affiliates Tax-deferred Investment Plan | Oshkosh | $2,034,978,017 | 16,745 | $776,008 |
| Thrivent 401(k) Plan | Thrivent Financial for Lutherans | $1,722,913,459 | 8,978 | $167,671 |
| City National Bank Profit Sharing Plan | City National Bank | $1,701,725,220 | 8,541 | $207,685 |
| Sonoco Retirement & Savings Plan | Sonoco Products | $1,663,698,617 | 15,367 | $1,119,346 |
| Hub International Limited 401(k) Savings Plan | Hub International | $1,575,070,092 | 15,223 | $774,773 |
| Evergy, Inc. 401(k) Savings Plan | Evergy | $1,495,607,941 | 5,978 | $723,286 |
| Vulcan 401(k) Plan | Vulcan Materials | $1,472,398,962 | 12,408 | $1,937,215 |
| D.R. Horton, Inc. Profit Sharing Plus Plan | Horton D R | $1,415,800,153 | 15,782 | $487,298 |
| Alliant Energy Corporation 401(k) Savings Plan | Alliant Energy Corporate Services | $1,409,016,019 | 4,217 | $611,240 |
| Coadvantage Corporation Retirement Savings Plan | Coadvantage | $1,233,413,639 | 15,637 | $128,798 |
| Lear Corporation Salaried Retirement Program | Lear | $1,199,669,263 | 4,401 | $1,178,420 |
| Duly Health and Care 401(k) Plan | Midwest Physician Administrative Services LLC D/B/A Duly Health | $1,142,571,831 | 8,602 | $61,755 |
| Olympus Corporation of the Americas 401(k) Savings Plan | Olympus Corporation of the Americas | $1,086,006,380 | 6,777 | $396,589 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.