Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

14 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 852687843 Clear all

Companies

companyEmprise Group, Inc.
$233.6Mreported plan assets
EIN: 85-2687843Location: MOPlans: 2Participants: 2,873Latest: 2023
View company financial profile →

Plans

planVi-Jon Employee Stock Ownership PlanFinancial statement2023 filing
$154.3Mreported assets (EOY)
Sponsor: Emprise Group, Inc.EIN: 85-2687843Plan: 001Participants: 1,115Assets: $154,317,132Net assets: -$192.9MAssets / participant: $138.4KLocation: St Louis, MOLatest: 2023
View financial statement →
planVi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings PlanFinancial statementProvider compensation2023 filing
$79.3Mreported assets (EOY)
Sponsor: Emprise Group, Inc.EIN: 85-2687843Plan: 002Participants: 1,758Assets: $79,322,778Net assets: $79.3MAssets / participant: $45.1KLocation: St. Louis, MOLatest: 2023
View financial statement →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Vi-Jon Employee Stock Ownership Plan
Sponsor: Emprise Group, Inc.EIN: 85-2687843Plan: 001Ack ID: 20241014165217NAL0046881584001
filing2023 Form 5500 — Emprise Group, Inc. Employee Stock Ownership Plan
Sponsor: Emprise Group, Inc.EIN: 85-2687843Plan: 001Ack ID: 20251014101757NAL0002601585001
filing2023 Form 5500 — Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan
Sponsor: Emprise Group, Inc.EIN: 85-2687843Plan: 002Ack ID: 20241010104938NAL0020850785001