Empower HR Retirement Savings Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 333Employer EIN 39-1962784
- Participants (2024)
- 9,928
- Net assets (2024)
- $114 million
- Recordkeeper
- TransamericaEarlier: Pinnacle Financial Services (2016), Newport (2013–2015), Hartford Life Insurance (2010–2012), RSM Mcgladrey Retirement Resources (2009)
- Plan administrator
- 3(16) Fiduciary Services Corporation
1025 Rose Creek DR Ste 620 #290
Woodstock, GA 30189
(561) 440-2139As filed for 2024 - In effect since
- January 1, 1998
Plans merged into this one: Apg Services, Inc. Retirement Plan and Trust (2012).
Earlier sponsors: Empower, Inc. (2009–2015); Waterstone HR, LLC (2010–2012).
Earlier plan names: Empower Retirement Savings Plan; Waterstone HR 401(k) Retirement Plan.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 9,928 | $114 million | Transamerica |
| 2023 | 12,976 | $157 million | Transamerica |
| 2022 | 14,089 | $137 million | Transamerica |
| 2021 | 10,008 | $167 million | Transamerica |
| 2020 | 7,836 | $123 million | Transamerica |
| 2019 | 6,032 | $90.7 million | Transamerica |
| 2018 | 4,399 | $54.2 million | Transamerica |
| 2017 | 3,820 | $56.3 million | Transamerica |
| 2016 | 2,991 | $49.0 million | Pinnacle Financial Services |
| 2015 | 3,678 | $71.2 million | Newport |
| 2014 | 4,760 | $82.1 million | Newport |
| 2013 | 3,368 | $88.7 million | Newport |
| 2012 | 0 | $0 | Hartford Life Insurance |
| 2011 | 997 | $36.6 million | Hartford Life Insurance |
| 2010 | 865 | $23.5 million | Hartford Life Insurance |
| 2009 | 1,030 | $13.6 million | RSM Mcgladrey Retirement Resources |