Plans listing this provider
3,063
5.43% of the 56,420 plans with Schedule H financials; 3,428 in 2023
Providers › Empower Annuity Insurance Company O
Plans listing this provider
3,063
5.43% of the 56,420 plans with Schedule H financials; 3,428 in 2023
Assets of those plans
$169,558,584,688
2.18% of all Schedule H plan assets
Plans where it is the recordkeeper
3,061
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$99.25
across 2,800 plans that pay it 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.
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 3,059 |
| 50 | Direct payment from the plan | 132 |
| 15 | Recordkeeping and information management | 130 |
| 37 | Participant loan processing | 114 |
| 13 | Contract administrator | 70 |
| 65 | Account maintenance fees | 16 |
| 59 | Shareholder servicing fees | 10 |
| 28 | Investment management | 6 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The 401(k) Planrecordkeeper | Health Care Service | $3,916,211,625 | 39,196 | $128,067 |
| Regions Financial Corporation 401(k) Planrecordkeeper | Regions Center | $3,197,489,981 | 28,825 | $1,549,878 |
| Cognizant Technology Solutions 401(k) Savings Planrecordkeeper | Cognizant Technology Solutions | $3,043,677,413 | 45,233 | $1,433,060 |
| Solventum Voluntary Investment Planrecordkeeper | Solventum | $2,557,438,246 | 11,730 | $128,381 |
| The MGM Resorts 401(k) Savings Planrecordkeeper | MGM Resorts International | $2,241,956,368 | 28,535 | $1,458,621 |
| Reyes Holdings Retirement Planrecordkeeper | Reyes Holdings | $2,107,653,219 | 27,714 | $861,047 |
| Oshkosh Corporation and Affiliates Tax-deferred Investment Planrecordkeeper | Oshkosh | $2,034,978,017 | 16,745 | $682,117 |
| City National Bank Profit Sharing Planrecordkeeper | City National Bank | $1,701,725,220 | 8,541 | $295,226 |
| Hub International Limited 401(k) Savings Plan | Hub International | $1,575,070,092 | 15,223 | $1,201,975 |
| Evergy, Inc. 401(k) Savings Planrecordkeeper | Evergy | $1,495,607,941 | 5,978 | $393,772 |
| Evonik Corporation 401(k) Savings Planrecordkeeper | Evonik | $1,488,429,395 | 6,240 | $415,259 |
| VSP Retirement Planrecordkeeper | Vision Service Plan | $1,450,779,861 | 7,383 | $511,315 |
| CBIZ, Inc. Retirement Savings Planrecordkeeper | CBIZ | $1,421,046,380 | 8,664 | $331,805 |
| Amcor 401(k) Planrecordkeeper | Amcor Flexibles North America | $1,247,331,788 | 8,439 | $358,402 |
| Rollins 401(k) Savings Planrecordkeeper | Rollins | $1,146,191,337 | 20,423 | $769,841 |
| Assuredpartners 401(k) Planrecordkeeper | Assuredpartners | $1,055,725,046 | 10,906 | $434,296 |
| Genesis Administrative Services 401(k) Plan #1recordkeeper | Genesis Administrative Services | $981,432,361 | 25,882 | $275,316 |
| Dollar Tree Retirement Savings Planrecordkeeper | Dollar Tree | $979,131,703 | 28,999 | $1,354,445 |
| Tiffany & Company Employee P/S & Retirement Savings Planrecordkeeper | Tiffany | $966,086,475 | 7,809 | $238,616 |
| LPL Financial LLC Profit Sharing 401(k) Planrecordkeeper | LPL Financial | $939,646,246 | 10,593 | $622,909 |
| Flowers Foods, Inc. 401(k) Retirement Savings Planrecordkeeper | Flowers Foods | $882,644,422 | 12,374 | $871,195 |
| Blue Cross and Blue Shield of AL 401(k) Plan Salary Deferral Planrecordkeeper | Blue Cross Blue Shield of Alabama | $880,390,590 | 5,157 | $299,963 |
| Childrens Hospital Los Angeles Employees' 401(k) Planrecordkeeper | Children's Hospital Los Angeles | $821,056,474 | 7,850 | $322,558 |
| Penn Entertainment, Inc. 401(k) Planrecordkeeper | PENN Entertainment | $693,963,424 | 23,143 | $1,054,023 |
| Federated Hermes, Inc. Employees Profit Sharing / 401(k) Planrecordkeeper | Federated Hermes | $693,520,932 | 1,855 | $139,425 |
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.