Plan Snapshot
- Plan Sponsor: Empower Holdings, LLC.
- Sponsor EIN: 261080669
- Sponsor Address: 8515 E ORCHARD ROAD, 3T2, GREENWOOD VILLAGE, CO, 801115002
- Plan Type: DB
- Total Participants: 203
- Total Assets: $402.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 203 | $402.1M | $3.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $615,586 | — | $615,586 |
| ONEDIGITAL INVESTMENT ADVISOR LLC | Recordkeeper | $92,696 | — | $92,696 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $59,829 | — | $59,829 |
| DELOITTE AND TOUCHE LLP | Auditor | $52,430 | — | $52,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- ONEDIGITAL INVESTMENT ADVISOR LLC — Recordkeeper
- DELOITTE AND TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $820,541
- Estimated Expense Ratio: 0.204% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,287,223 | $525,392 | — | $52,430 | — |