Plans listing this provider
229
0.41% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Empower Financial Services, Inc.
Plans listing this provider
229
0.41% of the 56,420 plans with Schedule H financials; 7 in 2023
Assets of those plans
$62,624,840,273
0.80% of all Schedule H plan assets
Plans where it is the recordkeeper
15
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$243,516
57% 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 |
|---|---|---|
| 59 | Shareholder servicing fees | 210 |
| 72 | Other investment fees and expenses | 118 |
| 33 | Securities brokerage | 114 |
| 63 | Distribution (12b-1) fees | 54 |
| 38 | Participant communication | 6 |
| 26 | Investment advisory (participants) | 5 |
| 50 | Direct payment from the plan | 2 |
| 64 | Recordkeeping fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Abbvie Savings Plan | AbbVie | $13,388,913,371 | 38,275 | $14,321 |
| Relx Inc. US Salary Investment Plan | Relx | $4,150,237,977 | 19,122 | $11,237 |
| Fifth Third Bancorp 401(k) Savings Plan | Fifth Third Bancorp | $4,005,871,003 | 23,249 | $8,610 |
| Ericsson US 401(k) Plan | Ericsson | $3,773,559,655 | 12,842 | $36,265 |
| CFG Retirement Savings Plan | Citizens Financial Group | $3,249,944,772 | 23,881 | $5,260 |
| UKG Retirement Savings Plan | Ultimate Software Group | $1,977,473,616 | 11,537 | $11,550 |
| Thrivent 401(k) Plan | Thrivent Financial for Lutherans | $1,722,913,459 | 8,978 | $4,382 |
| Evonik Corporation 401(k) Savings Plan | Evonik | $1,488,429,395 | 6,240 | $4,990 |
| VSP Retirement Plan | Vision Service Plan | $1,450,779,861 | 7,383 | $899 |
| Acna 401(k) Plan | Atlas Copco North America | $1,119,395,262 | 10,083 | $1,961 |
| Olympus Corporation of the Americas 401(k) Savings Plan | Olympus Corporation of the Americas | $1,086,006,380 | 6,777 | $750 |
| Savings and Investment 401(k) Plan of White & Case LLP | White & Case | $1,053,996,756 | 3,439 | $1,537 |
| LPL Financial LLC Profit Sharing 401(k) Plan | LPL Financial | $939,646,246 | 10,593 | $3,145 |
| QBE 401(k) Savings Plan | QBE Holdings | $792,013,098 | 4,410 | $585 |
| Sumitomo Mitsui Banking Corporation 401(k) Plan | Sumitomo Mitsui Banking | $764,510,208 | 5,661 | $190 |
| BT U.S. Retirement Savings Plan 401(k) | BT Americas Holdings | $652,226,274 | 1,949 | $1,237 |
| Cubic Corporation 401(k) Retirement Plan | Cubic | $648,668,328 | 4,025 | $1,050 |
| Endeavor 401(k) Plan | Endeavor Parent | $637,994,847 | 5,916 | $190 |
| Natwest Markets Retirement Savings Plan | Financial Asset Sec Corp C Bass Mort LN AS BK CE SE 02-CB6 | $588,930,454 | 1,456 | $1,842 |
| Fresenius Kabi USA, LLC Savings & RET Planrecordkeeper | Fresenius Kabi USA | $559,525,066 | 5,330 | $154 |
| Akima, LLC 401(k) Plan | Akima | $554,653,640 | 11,984 | $200 |
| Vail Resorts 401(k) Retirement Plan | Vail Corporation DBA Vail Associates Inc. a Colorado | $540,968,346 | 11,859 | $270 |
| Springfield Clinic, LLP 401(k) Employees' Benefit and Retirement Plan | Springfield Clinic | $516,727,208 | 4,547 | $270 |
| Andritz Inc. Savings and Investment Plan | Andritz | $478,634,305 | 2,845 | $100 |
| Smithfield Foods, Inc. Hourly 401(k) Plan | Smithfield Foods | $418,693,074 | 16,034 | $325 |
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.