Erisa Partners, Inc. Pooled Employer Plan
Sponsored by Erisa Partners, Inc. · EIN 640815705 · Plan #004
- Total assets
- $80.7M
- Net assets
- $80.7M
- Active participants
- 7,816
- With balances
- 3,601
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Erisa Advisers, Inc. CRD 170487 | deterministic · 100% | 2024 |
| Fiduciary Benefits Group CRD 326204 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Erisa Partners, Inc. | Recordkeeping, Recordkeeping fees, Account maintenance fees | $382,126 |
| Fiduciary Benefits Group, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $65,095 |
| Erisa Advisers, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $60,725 |