401k Record

Providers › ERISA Services Midwest, LLC

ERISA Services Midwest, LLC

Plans listing this provider

13

0.02% of the 56,420 plans with Schedule H financials; 11 in 2023

Assets of those plans

$243,948,095

0.00% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$80,331

31% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
49Other services9
13Contract administrator4

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Heritage Tractor 401(k) PlanHeritage Tractor $61,405,241762$28,164
P & K 401(k) PlanP & K Equipment $45,309,036596$0
Meritrust Credit Union 401(k) PlanMeritrust Federal Credit Union $37,045,206447$0
Children's Mercy - Community Choice Pediatrics, Inc. 401(k) Profit Sharing PlanChildren's Mercy - COMM Choice Pediatrics $18,876,107188$0
Ecco Select 401(k) PlanEcco Select $16,674,897310$0
Arkansas Surgical Hospital, LLC 401(k) PlanArkansas Surgical Hospital $12,835,921192$0
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares $11,932,513104$0
Onestaff Medical, LLC 401(k) PlanOnestaff Medical $11,792,816425$0
Elevate 401(k) PlanPivotal Health Care $10,580,883856$33,508
Sunlighten, LLC 401(k) Profit Sharing PlanSunlighten $7,968,374298$18,359
Robert Brogden's Olathe Buick GMC, Inc. 401(k) Retirement PlanRobert Brogden's Olathe Buick GMC $3,995,563184$0
Trades 401(k) PlanTrades Holding $3,509,009137$0
Scenic Living Communities, Inc. 401(k) PlanScenic Living Communities $2,022,529123$300

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.