Megan Vandyke signed Empowerme Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empowerme Holdings, LLC's EIN is 85-3862973.
Download the official 2024 Form 5500 (PDF) for Empowerme Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empowerme Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $119K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct 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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $6.3M | 12.0% | |
| 11 Empower Trust Company, LLC Fidelity 500 Index | Common Collective Trusts | — | — | $6.0M | 11.4% | |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $5.8M | 11.0% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $5.5M | 10.4% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $5.4M | 10.3% | |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $4.5M | 8.6% | |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $4.2M | 8.0% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.9M | 7.4% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $2.1M | 3.9% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| 1 Empower Trust Company, LLC AB Large Cap Growth | Common Stocks | — | — | $759K | 1.4% | |
| 12 Empower Trust Company, LLC Fidelity International Index | Mutual Funds | — | — | $716K | 1.4% | |
| 15 Empower Trust Company, LLC Fidelity US Bond Index | Mutual Funds | — | — | $676K | 1.3% | |
| Notes receivable from participants Maturing at various times through 2038 -0- | Other securities | — | — | $510K | 1.0% | |
| 13 Empower Trust Company, LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $480K | 0.9% | |
| 7 Empower Trust Company, LLC DFA Large Cap International | Mutual Funds | — | — | $384K | 0.7% | |
| 14 Empower Trust Company, LLC Fidelity Small Cap Index | Mutual Funds | — | — | $322K | 0.6% | |
| 33 * Empower Annuity Insurance Company of America EI Fixed Account | Common Stocks | — | — | $289K | 0.5% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Common Collective Trust | — | — | $253K | 0.5% | |
| 8 Empower Trust Company, LLC DFA Real Estate Securities | Mutual Funds | — | — | $246K | 0.5% | |
| 2 Empower Trust Company, LLC American Century Small Cap Growth | Common Stocks | — | — | $244K | 0.5% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $223K | 0.4% | |
| 5 Empower Trust Company, LLC DFA Emerging Markets Core Equity | Mutual Funds | — | — | $219K | 0.4% | |
| 9 Empower Trust Company, LLC DFA US Targeted Value | Mutual Funds | — | — | $195K | 0.4% | |
| 3 Empower Trust Company, LLC Avantis Emerging Markets Equity | Common Stocks | — | — | $169K | 0.3% | |
| 18 Empower Trust Company, LLC JPMorgan Mid Cap Growth | Common Stocks | — | — | $161K | 0.3% | |
| 16 Empower Trust Company, LLC Hartford Equity Income | Common Stocks | — | — | $155K | 0.3% | |
| 17 Empower Trust Company, LLC JPMorgan Core Bond | Common Stocks | — | — | $97K | 0.2% | |
| T ROWE PRICE RET BLEND SEL TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $80K | 0.2% | |
| 6 Empower Trust Company, LLC DFA Inflation-Protected Securities | Mutual Funds | — | — | $79K | 0.2% | |
| 10 Empower Trust Company, LLC Federated Hermes Institutional High Yield Bond | Common Stocks | — | — | $32K | <0.1% | |
| 4 Empower Trust Company, LLC Blackrock Total Return | Common Stocks | — | — | $26K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| KRILOGY FINANCIAL LLC | — | SAINT LOUIS, MA | INVESTMENT ADVISOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | — | ST. LOUIS, MO | CONTRACT ADMIN | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIMBERLIN COMPANY PLLLC | — | CHANDLER, AE | AUDITOR | $108K | — |
| CRAWFORD PIMENTEL CORP | — | SAN JOSE, CA | AUDITOR | $29K | — |
