Erp Analysts, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Erp Analysts, Inc. · EIN 311688884 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 416
- With balances
- 366
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 |
|---|---|---|
| Retirement Plans, Inc. CRD 286214 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Plans, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $65,222 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,606 |