PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EMPOWERED VENTURES, INC.
Sponsor portfolio

EMPOWERED VENTURES, INC.

EIN 85-1267873-construction-Latest filing 2025
Plans
3
Retirement
2
$107.3M assets
Welfare
1
$265K premiums
Participants
739
401 WEST CARMEL DRIVE - CARMEL, IN 46032317-810-6293empowered.venturesLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$99.3M - 269 part#001401k-$8.0M - 232 part#501Mixed-$265K - 238 lives

Retirement portfolio analytics

2 plans aggregated / $107.3M assets / 501 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • EMPLOYEE STOCK OWNERSHIP (#002)93%
  • SHARING AND 401(K) (#001)7%
Total $107.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • (Not disclosed)93%
  • ADP BROKER-DEALER7%
Total $107.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)269
  • SHARING AND 401(K) (#001)232
Total 501Click row to drill in

Benefits portfolio analytics

1 plan / $265K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$265K
  • Vision$265K
  • Life$265K
  • Short-term disability$265K
  • Long-term disability$265K
  • Other$265K
Total $265K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $265K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCASCIO HADDEN & DENNIS LLC100%
Total $46K1 slice

Plan deep-dives

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

EMPOWERED VENTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$99.3M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPOWERED VENTURES, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$8.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPOWERED VENTURES INC HEALTH AND WELFARE

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$265K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMPOWERED VENTURES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$99.3M2692025
001EMPOWERED VENTURES, INC. PROFIT SHARING AND 401(K) PLAN401k$8.0M2322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPOWERED VENTURES INC HEALTH AND WELFAREMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$265K2382024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica