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Sponsor portfolio

EMPOWER FINANCIALS, INC.

EIN 38-2473545-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
3009 ST LOUIS LN - PETOSKEY, MI 49770734-546-6902
Plans on this EIN
2 filings
#002MoneyPurchase-$2.6M - 3 part#001MoneyPurchase-$700K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLUS P-S PLAN (#002)79%
  • PLUS MONEY PURCHASE (#001)21%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLUS P-S PLAN (#002)3
  • PLUS MONEY PURCHASE (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOFTWARE PLUS P-S PLAN

MoneyPurchase

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOFTWARE PLUS MONEY PURCHASE

MoneyPurchase

Assets$700K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOFTWARE PLUS P-S PLANMoneyPurchase$2.6M32025
001SOFTWARE PLUS MONEY PURCHASEMoneyPurchase$700K32025
Retirement plans
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