Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 37 in 2023
Providers › Empower Financial Services, Inc.
Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 37 in 2023
Assets of those plans
$28,090,660,141
0.36% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$166,720
90% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 33 | Securities brokerage | 35 |
| 72 | Other investment fees and expenses | 30 |
| 59 | Shareholder servicing fees | 19 |
| 63 | Distribution (12b-1) fees | 14 |
| 26 | Investment advisory (participants) | 11 |
| 38 | Participant communication | 5 |
| 51 | Investment management fees paid directly by plan | 1 |
| 15 | Recordkeeping and information management | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bloomberg L.P. 401(k) Plan | Bloomberg SEF | $5,733,238,778 | 19,208 | $5,500 |
| The Interpublic Group of Companies, Inc. Savings Plan | Interpublic Group of Companies | $4,078,470,671 | 33,543 | $11,429 |
| Kinder Morgan Savings Plan | HPH Oklahoma Gathering | $2,920,683,334 | 16,694 | $31,798 |
| American Family 401(k) Plan | American Family Mutual Insurance Company S.I. | $2,194,556,344 | 16,303 | $1,014 |
| Lennar Corporation 401(k) Plan | Lennar | $1,617,821,648 | 16,857 | $93 |
| Vulcan 401(k) Plan | Vulcan Materials | $1,472,398,962 | 12,408 | $910 |
| Comfort Systems USA, Inc. 401(k) Plan | Comfort Systems USA | $1,121,363,632 | 20,272 | $80 |
| ATI 401(k) Savings Plan | ATI | $994,947,256 | 6,421 | $1,222 |
| Smithfield Foods, Inc. Salaried 401(k) Plan | Smithfield Foods | $767,319,892 | 6,171 | $1,556 |
| Envoy Air Inc. 401(k) Plan | Envoy Air | $744,087,337 | 13,638 | $967 |
| Bose Employees' Retirement Savings 401(k) Plan | Bose | $680,910,797 | 3,848 | $1,055 |
| Graco Employee Investment Plan | Graco | $619,114,813 | 3,407 | $432 |
| The F.W. Webb Company Savings & Profit Sharing Plan | F.W. Webb | $499,109,177 | 3,870 | $447 |
| Messer Retirement Savings Plan | Messer North America | $397,309,338 | 2,380 | $400 |
| ATI Retirement Plan | ATI | $372,755,455 | 3,432 | $35 |
| The Infirmary 401(k) Plan | Infirmary Health System | $372,242,420 | 5,430 | $150 |
| Matthews International Corporation 401(k) Plan | Matthews International | $353,415,811 | 4,185 | $645 |
| New York Independent System, Inc. 401(k) Retirement Plan | New York Independent System Operator | $321,454,927 | 814 | $600 |
| DRW Trading Group Profit Sharing and Salary Deferral Plan | DRW Holdings | $309,752,509 | 1,506 | $275 |
| VNS Health Retirement Savings Plan | Visting Nurse Service of New York | $290,616,507 | 4,480 | $125 |
| Ferrell Companies, Inc. 401(k) Investment Plan | Ferrell Companies | $252,083,512 | 3,863 | $225 |
| Frankenmuth Insurance 401(k) Savings Plan | Frankenmuth Insurance | $231,793,984 | 1,050 | $180 |
| Diversified Holdings Group Employee Savings Plan | MYR Group | $221,580,804 | 1,651 | $332 |
| Knowles Corporation 401(k) Plan | Knowles | $204,482,034 | 1,735 | $145 |
| Telapex, Inc. Savings Plan | Telapex | $197,364,119 | 2,248 | $10,394 |
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.