Empower Trust Company, LLC (EIN 84-1455663) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 23 filings report $2.0B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Empower Trust Drive Balanced Fund | 110 | 0 | $952.6M |
| Empower Trust Drive Income Fund | 111 | 0 | $174.6M |
| Empower Lifetime 2035 Trust | 013 | 0 | $153.3M |
| Empower Lifetime 2045 Trust | 014 | 0 | $140.8M |
| Empower Lifetime 2025 Trust | 012 | 0 | $92.5M |
84-1455663 is the Employer Identification Number (EIN) Empower Trust Company, LLC reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Colorado EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| Empower Securefoundation Balanced Trust |
| 025 |
| 0 |
| $82.0M |
| Empower Lifetime 2055 Trust | 015 | 0 | $65.6M |
| Empower Lifetime 2040 Trust | 050 | 0 | $56.6M |
| Empower Lifetime 2030 Trust | 049 | 0 | $42.0M |
| Empower Lifetime 2035 Index Trust | 030 | 0 | $35.2M |
| Empower Lifetime 2050 Trust | 051 | 0 | $35.1M |
| Empower Lifetime 2045 Index Trust | 032 | 0 | $33.6M |
| Empower Lifetime 2025 Index Trust | 028 | 0 | $21.7M |
| Empower Lifetime 2015 Trust | 011 | 0 | $20.4M |
| Empower Lifetime 2055 Index Trust | 034 | 0 | $18.0M |
| Empower Lifetime 2030 Index Trust | 029 | 0 | $14.5M |
| Empower Lifetime 2040 Index Trust | 031 | 0 | $13.2M |
| Empower Lifetime 2060 Trust | 052 | 0 | $11.8M |
| Empower Lifetime 2050 Index Trust | 033 | 0 | $8.3M |
| Empower Lifetime 2015 Index Trust | 026 | 0 | $7.7M |
| Empower Lifetime 2020 Trust | 047 | 0 | $7.6M |
| Empower Lifetime 2060 Index Trust | 053 | 0 | $5.7M |
| Empower Lifetime 2020 Index Trust | 027 | 0 | $2.7M |
