Plans listing this provider
50
0.09% of the 56,420 plans with Schedule H financials; 49 in 2023
Providers › ERISA Services, Inc.
ERISA Services, Inc.
- Service provider, as named on Schedule C
- EIN 621200951
- Plan year 2024
- Direct compensation reported $508,413
Assets of those plans
$680,347,791
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
20
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$508,413
88% 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 code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 20 |
| 15 | Recordkeeping and information management | 20 |
| 37 | Participant loan processing | 19 |
| 64 | Recordkeeping fees | 19 |
| 49 | Other services | 16 |
| 99 | Other fees | 15 |
| 50 | Direct payment from the plan | 12 |
| 14 | Plan administrator | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| I3 Verticals Management Services, Inc. 401(k) Planrecordkeeper | I3 Verticals Management Services | $67,433,920 | 968 | $26,523 |
| Arrow Exterminators, Inc. 401(k) Plan | Arrow Exterminators | $56,925,020 | 3,295 | $66,176 |
| Rinnai America Corporation 401(k) Plan | Rinnai America | $36,431,615 | 591 | $0 |
| First National Bank of Tennessee 401(k) Profit Sharing Plan | First National Bank of Tennessee | $30,444,888 | 165 | $1,275 |
| Turenne & Associates, LLC and Affiliates 401(k) Plan | Turenne & Associates | $28,990,074 | 869 | $0 |
| Burkes Mechanical, Inc. 401(k) Plan | Burkes Mechanical | $27,739,608 | 312 | $12,150 |
| The Henderson, Hutcherson & Mccullough, PLLC 401(k) Plan | Henderson hutcherson & Mccullough | $26,478,937 | 196 | $0 |
| Diagnostic Radiology Consultants, P.A. Profit Sharing Plan | Diagnostic Radiology Consultants | $24,832,267 | 161 | $2,074 |
| Quality Integrated Services, Inc. 401(k) Plan | Quality Integrated Services | $21,787,647 | 375 | $9,875 |
| Marketing Alliance Group 401k Retirement Plan | Marketing Alliance Group | $21,669,812 | 1,058 | $2,250 |
| Century Fire Protection 401(k) Plan | Century Fire Protection | $20,988,448 | 754 | $6,175 |
| Merit Brass Co. 401k Profit Sharing Plan & Trustrecordkeeper | Merit Brass | $20,517,747 | 215 | $20,215 |
| The Vincit Company, LLC 401(k) Plan | Vincit | $19,180,548 | 764 | $55,181 |
| The Recreational Group, LLC 401(k) Retirement Plan | Recreational Group | $16,626,455 | 339 | $9,140 |
| Nippon Shokubai America Industries, Inc. Retirement and 401(k) Savings Planrecordkeeper | Nippon Shokubai America Industries | $16,455,629 | 117 | $3,002 |
| Vehlo Purchaser, LLC 401(k) Planrecordkeeper | Vehlo Purchaser | $16,059,936 | 343 | $5,065 |
| Invo PEO, Inc. 401(k) Planrecordkeeper | Invo PEO | $14,373,588 | 760 | $49,221 |
| MVP, Inc. 401(k) Savings Plan and Trust | Magnum Venus Products | $13,346,096 | 212 | $9,095 |
| Safeguard Operations 401(k) Plan | Safeguard Operations | $12,477,900 | 210 | $0 |
| The Plateau Capital Accumulation Plan | Plateau Group | $12,340,210 | 107 | $0 |
| Positive Impact Health Centers, Inc. 401(k) Plan | Positive Impact Health Centers | $11,071,231 | 315 | $5,938 |
| H.Y.B., Inc. DBA Harper's Retirement Programrecordkeeper | H.Y.B. Inc. DBA Harper's | $10,767,612 | 354 | $20,435 |
| Charter Foods Inc. 401(k) Planrecordkeeper | Charter Foods | $9,761,117 | 401 | $28,468 |
| Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan | Mortensen Woodwork | $8,685,908 | 134 | $3,811 |
| A. C. Legg Packing Company 401(k) Profit Sharing Planrecordkeeper | A.C. Legg Packing | $8,342,400 | 110 | $0 |
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.