Kelley Ferguson signed Empower Retirement, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empower Retirement, LLC's EIN is 84-1233483.
Download the official 2024 Form 5500 (PDF) for Empower Retirement, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empower Retirement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO,. INC. | 94-1737782 | — | BROKERAGE SERVICES | $3K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GG BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 87-1908083 / PN 001 | Common Collective Trust | — | — | $351.1M | 15.7% | |
| Empower Stable Value Fund (at contract value) Stable value fund | Stable Value | — | — | $182.6M | 8.2% | |
| American Funds Capital World Growth & Income R6 Mutual Funds | Mutual Funds | — | — | $116.8M | 5.2% | |
| American Funds Growth Fund of America R6 Mutual Funds | Mutual Funds | — | — | $107.1M | 4.8% | |
| BLACKROCK MID CAP EQUITY INDEX J BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 87-3130183 / PN 001 | Common Collective Trust | — | — | $101.5M | 4.5% | |
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4352742 / PN 001 | Common Collective Trust | — | — | $98.4M | 4.4% | |
| Empower US Government Securities Institutional Mutual Funds | Other securities | — | — | $97.7M | 4.4% | |
| BLACKROCK US DEBT INDEX FUND L BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 87-3119438 / PN 001 | Common Collective Trust | — | — | $95.7M | 4.3% | |
| BLACKROCK RUSSELL 2000 INDEX J BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 87-4239791 / PN 001 | Common Collective Trust | — | — | $95.2M | 4.3% | |
| MFS International Diversification R6 Mutual Funds | Mutual Funds | — | — | $89.4M | 4.0% | |
| Empower Multi-Sector Bond Institutional Mutual Funds | Other securities | — | — | $80.7M | 3.6% | |
| Dodge & Cox Stock - I Mutual Funds | Mutual Funds | — | — | $75.6M | 3.4% | |
| LARGE CAP GROWTH III FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $74.9M | 3.4% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $66.0M | 3.0% | |
| PIONEER LARGE CAP GROWTH PORT CL R1 GREAT GRAY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $57.0M | 2.6% | |
| Great-West Lifeco, Inc. common stock Common Stock | Common Stocks | — | — | $42.6M | 1.9% | |
| Empower Aggressive Profile Fund Institutional Mutual Funds | Other securities | — | — | $42.5M | 1.9% | |
| EMPOWER LIFETIME 2040 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $39.2M | 1.8% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $37.5M | 1.7% | |
| Notes receivable from participants Loans outstanding at December 31, | Participant loans | — | — | $35.8M | 1.6% | |
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $34.9M | 1.6% | |
| MID CAP GROWTH/ARTISAN PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $32.5M | 1.5% | |
| Empower Moderate Profile Fund Institutional Mutual Funds | Other securities | — | — | $29.7M | 1.3% | |
| Empower Conservative Profile Fund Institutional Mutual Funds | Other securities | — | — | $28.4M | 1.3% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $26.3M | 1.2% | |
| EMPOWER LIFETIME 2030 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $24.7M | 1.1% | |
| EMPOWER LIFETIME 2050 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $24.0M | 1.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $23.3M | 1.0% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $22.5M | 1.0% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $21.5M | 1.0% | |
| Allspring Small Company Growth Institutional Mutual Funds | Common Stocks | — | — | $19.3M | 0.9% | |
| AMERICAN BEACON SM CAP VAL CI GREAT GRAY · EIN 38-7312963 / PN 001 | Common Collective Trust | — | — | $15.1M | 0.7% | |
| EMPOWER LIFETIME 2060 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 052 | Common Collective Trust | — | — | $7.5M | 0.3% | |
| Putnam Income Fund Class Y Mutual Funds | Mutual Funds | — | — | $5.2M | 0.2% | |
| EMPOWER LIFETIME 2020 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $2.0M | <0.1% | |
| EMPOWER LIFETIME 2015 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $1.7M | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| Great-West Daily Interest Guarantee Fund Short-term fund | Other securities | — | — | $123K | <0.1% | |
| AMERICAN CENT US PREMIER LRG CP GR AMERICAN CENTURY CIT · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
