2023 Form 5500 filing — Empower Hr Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015155952NAL0015028083001) for Empower Hr Retirement Savings Plan, reported by Empower Hr, LLC under EIN 39-1962784 and plan number 333. It reports 12,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155952NAL0015028083001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Empower Hr, LLC
- EIN
- 39-1962784
- Plan number
- 333
- Location
- Milwaukee, WI
- Participants
- 12,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,403,202
- Total liabilities (EOY)
- $353,926
- Net assets (EOY)
- $157,049,276
- Employer contributions
- $5,065,417
- Participant contributions
- $16,853,634
- Total income / additions
- $47,872,944
- Benefits paid
- $13,286,650
- Administrative expenses
- $1,174,264
- Total expenses
- $14,824,908
- Net increase / (decrease)
- $33,048,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $674,773 | $0 |
| Pinnacle An Nppg Company | RECORDKEEPER | $219,941 | $493 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $186,515 | not reported in the loaded dataset |
| 3(16) Fiduciary Services | PLAN ADMINISTRATOR | $143,753 | not reported in the loaded dataset |
| Sourders Financial Advisors Ria | INVESTMENT ADVISORY- PLAN | $11,544 | not reported in the loaded dataset |
| Tomasek Law Office LLC | LEGAL | $9,824 | not reported in the loaded dataset |