Kelley Ferguson signed Empower Holdings, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empower Holdings, LLC.'s EIN is 26-1080669.
Download the official 2024 Form 5500 (PDF) for Empower Holdings, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empower Holdings, LLC.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | — | CHICAGO, IL | CUSTODIAL | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL FIRM | $616K | — |
| ONEDIGITAL INVESTMENT ADVISOR LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK MSCI WORLD EX-US INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3358161 / PN 001 | Common Collective Trust | — | $17.2M | $30.5M | 7.6% | |
| BLACKROCK EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-6052285 / PN 001 | Common Collective Trust | — | $6.7M | $21.8M | 5.4% | |
| BLACKROCK US EQUITY MARKET INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3071854 / PN 001 | Common Collective Trust | — | $6.6M | $21.5M | 5.3% | |
| Goldman Sachs Emerging Market Debt R6 | Other securities | — | $20.5M | $17.7M | 4.4% | |
| BLACKROCK MIDCAP EQUITY INDEX FND F BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3343205 / PN 001 | Common Collective Trust | — | $7.2M | $17.3M | 4.3% | |
| US REAL ESTATE SECURITY TRUST AMERICAN CENTURY · EIN 27-0572996 / PN 011 | Common Collective Trust | — | $8.8M | $13.1M | 3.3% | |
| EMERGING MARKETS EQUITY FUND GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 036 | Common Collective Trust | — | $6.4M | $6.9M | 1.7% | |
| Northern Trust Emerging Markets Equity Index | Common Collective Trusts | — | $5.6M | $5.9M | 1.5% | |
| KKR Americas Fund XII LP | Other securities | — | $4.6M | $5.7M | 1.4% | |
| BlackRock Government Money Market Fund | Cash / Money Market | — | $5.6M | $5.6M | 1.4% | |
| PEG Co-Investment Fund I LP | Common Stocks | — | $3.4M | $4.7M | 1.2% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $4.3M | $4.3M | 1.1% | |
| Steris PLC 2.7%, due 3/15/2031, $5,000,000 | Bonds / Notes | — | $5.0M | $4.3M | 1.1% | |
| Laboratory Corp America Holdings 2.7%, due 6/1/2031, $5,000,000 | Bonds / Notes | — | $5.2M | $4.3M | 1.1% | |
| Holcim Capital Corporation 6.5%, due 9/12/2043, $4,000,000 | Bonds / Notes | — | $4.6M | $4.0M | 1.0% | |
| Brixmor Operating Partnership 4.1%, due 5/15/2029, $4,000,000 | Bonds / Notes | — | $4.0M | $3.8M | 1.0% | |
| Bacardi LTD 5.2%, due 5/15/2038, $4,000,000 | Bonds / Notes | — | $4.0M | $3.7M | 0.9% | |
| DR Horton 1.4%, due 10/15/2027, $4,000,000 | Bonds / Notes | — | $4.0M | $3.7M | 0.9% | |
| AT&T 1.7%, due 2/1/2028, $4,000,000 | Bonds / Notes | — | $4.0M | $3.6M | 0.9% | |
| Zimmer Biomet Holdings Inc 4.3%, due 8/15/2035, $4,000,000 | Bonds / Notes | — | $3.9M | $3.6M | 0.9% | |
| Discovery Communications 3.6%, due 5/15/2030, $4,000,000 | Bonds / Notes | — | $4.5M | $3.6M | 0.9% | |
| Healthcare Trust of America 3.1%, due 2/15/2030, $3,900,000 | Bonds / Notes | — | $4.2M | $3.5M | 0.9% | |
| Viatris Inc 2.7%, due 6/22/2030, $4,000,000 | Bonds / Notes | — | $4.2M | $3.5M | 0.9% | |
| Broadcom Inc 2.5%, due 2/15/2031, $4,000,000 | Bonds / Notes | — | $4.0M | $3.4M | 0.9% | |
| T-Mobile USA 3.9%, due 4/15/2030, $3,650,000 | Bonds / Notes | — | $3.9M | $3.4M | 0.9% | |
| Packaging Corporation Of America 3.1%, due 10/1/2051, $5,000,000 | Bonds / Notes | — | $5.0M | $3.2M | 0.8% | |
| HPS Strategic Investment Partners V Feeder LP | Other securities | — | $2.7M | $3.1M | 0.8% | |
| Universal Health Services In. 2.7%, due 10/15/2030, $3,500,000 | Bonds / Notes | — | $3.5M | $3.0M | 0.7% | |
| PEG US Corporate Finance VI Select LP | Other securities | — | $1.9M | $3.0M | 0.7% | |
| Charter Communications Operating LLC 2.3%, due 2/1/2032, $3,700,000 | Bonds / Notes | — | $3.4M | $2.9M | 0.7% | |
| EQR Properties 3.8%, due 8/15/2029, $3,081,000 | Bonds / Notes | — | $3.0M | $2.9M | 0.7% | |
| Keurig Dr Pepper Inc 4.1%, due 4/15/2032, $3,000,000 | Bonds / Notes | — | $3.0M | $2.8M | 0.7% | |
| Houston Galleria Mall 3.1%, due 3/5/2037, $2,750,000 | Bonds / Notes | — | $2.8M | $2.7M | 0.7% | |
| Simon Property Group LP 2.5%, due 9/13/2029, $3,000,000 | Bonds / Notes | — | $3.0M | $2.7M | 0.7% | |
| CCL Industries 3.3%, due 10/1/2026, $2,750,000 | Bonds / Notes | — | $2.5M | $2.7M | 0.7% | |
| Western Massachusetts Electric Company 6.7%, due 8/15/2037, $2,500,000 | Bonds / Notes | — | $2.5M | $2.6M | 0.6% | |
| Transcontinental Gas Pipe Corporation 7.1%, due 7/15/2026, $2,500,000 | Bonds / Notes | — | $2.7M | $2.6M | 0.6% | |
| PerkinElmer Inc 2.6%, due 3/15/2031, $3,000,000 | Bonds / Notes | — | $2.8M | $2.5M | 0.6% | |
| Electricite De France 7.0%, due 1/26/2039, $2,250,000 | Bonds / Notes | — | $2.7M | $2.5M | 0.6% | |
| Foot Locker Inc 4.0%, due 10/1/2029, $2,800,000 | Bonds / Notes | — | $2.7M | $2.4M | 0.6% | |
| HCA Inc 3.5%, due 7/15/2051, $3,700,000 | Bonds / Notes | — | $3.4M | $2.4M | 0.6% | |
| Organon Finance 1 LLC 5.1%, due 4/30/2031, $2,630,000 | Bonds / Notes | — | $2.7M | $2.4M | 0.6% | |
| Occidental Petroleum Corp 4.2%, due 3/15/2048, $3,250,000 | Bonds / Notes | — | $2.5M | $2.3M | 0.6% | |
| Prestige Brands Inc 3.8%, due 4/1/2031, $2,560,000 | Bonds / Notes | — | $2.6M | $2.2M | 0.6% | |
| Guardian Life Insurance 7.4%, due 9/30/2039, $2,000,000 | Bonds / Notes | — | $2.0M | $2.2M | 0.6% | |
| Bio Rad Labs Inc 3.7%, due 3/15/2032, $2,500,000 | Bonds / Notes | — | $2.5M | $2.2M | 0.6% | |
| Owens & Minor Inc 4.5%, due 3/31/2029, $2,500,000 | Bonds / Notes | — | $2.5M | $2.2M | 0.6% | |
| Nutrien Ltd 4.1%, due 3/15/2035, $2,500,000 | Bonds / Notes | — | $2.4M | $2.2M | 0.6% | |
| GMAC Military Housing Trust 5.5%, due 3/10/2051, $2,668,722 | Bonds / Notes | — | $2.7M | $2.2M | 0.5% | |
| Oracle Corp 2.9%, due 3/25/2031, $2,500,000 | Bonds / Notes | — | $2.5M | $2.2M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $93K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE LLP | 13-3891517 | — | ACCOUNTANTS | $52K | — |
