Caitlin West signed Empower HR, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empower HR, LLC's EIN is 39-1962784.
Download the official 2024 Form 5500 (PDF) for Empower HR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empower HR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $580K | — |
| PINNACLE AN NPPG COMPANY | 59-2438373 | — | RECORDKEEPER | $254K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $13.9M | 12.1% | |
| TA BlackRock Lifepath Index 2030 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $10.9M | 9.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $10.9M | 9.5% | |
| TA BlackRock Lifepath Index 2045 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $9.6M | 8.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $9.6M | 8.4% | |
| TA BlackRock Lifepath Index 2040 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $8.3M | 7.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $8.3M | 7.3% | |
| TA BlackRock Lifepath Index 2050 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $7.9M | 6.9% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $7.9M | 6.9% | |
| TA BlackRock Lifepath Index 2035 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $7.2M | 6.2% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $7.2M | 6.2% | |
| TA BlackRock Lifepath Index 2025 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $6.6M | 5.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $6.6M | 5.8% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $6.0M | 5.2% | |
| TA BlackRock Lifepath Index 2055 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $4.5M | 3.9% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $4.5M | 3.9% | |
| Transamerica Stable Value Stable value fund | Stable Value | — | — | $4.1M | 3.6% | |
| TA BlackRock Lifepath Index 2060 Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $4.0M | 3.5% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $4.0M | 3.5% | |
| DFA U.S. SM CAP PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 722 | Pooled Separate Account | — | — | $3.3M | 2.9% | |
| STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $3.0M | 2.6% | |
| Hartford Dividend and Grow th Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $2.9M | 2.5% | |
| HARTFORD DIV AND GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 108 | Pooled Separate Account | — | — | $2.9M | 2.5% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $2.9M | 2.5% | |
| TA BlackRock Lifepath Index Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 1.8% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $2.1M | 1.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $1.9M | 1.7% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $1.9M | 1.7% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.9M | 1.6% | |
| FEDERATED HERMES TOTAL RTN BD RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 104 | Pooled Separate Account | — | — | $1.8M | 1.6% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $1.6M | 1.4% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $1.6M | 1.4% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $1.5M | 1.3% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $1.2M | 1.1% | |
| Participant loans 10.50% $0 | Bonds / Notes | — | — | $1.0M | 0.9% | |
| BlackRock Health Sciences Ops Retirement Account Pooled separate account | Pooled Separate Accounts | — | — | $739K | 0.6% | |
| BLACKROCK HLTH SCNCS OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 844 | Pooled Separate Account | — | — | $739K | 0.6% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $704K | 0.6% | |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $533K | 0.5% | |
| TA BlackRock LP Index 2065 Ret Acct Pooled separate account | Pooled Separate Accounts | — | — | $44K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $44K | <0.1% | |
| Wells Fargo Stable Value Fund N Stable value fund | Stable Value | — | — | $2K | <0.1% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $127K | — |
| SOURDERS FINANCIAL ADVISORS RIA | 82-4516448 | — | INVESTMENT ADVISORY- PLAN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3(16) FIDUCIARY SERVICES | 45-4813650 | — | PLAN ADMINISTRATOR | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ & ASSOCIATES | 46-4558541 | — | AUDIT | $18K | — |
