Plans listing this provider
76
0.13% of the 56,420 plans with Schedule H financials; 83 in 2023
Providers › ERISA Fiduciary Services, Inc.
ERISA Fiduciary Services, Inc.
- Service provider, as named on Schedule C
- EIN 471637791
- Plan year 2024
- Direct compensation reported $690,689
Assets of those plans
$1,049,066,987
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$690,689
100% 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 | 73 |
| 15 | Recordkeeping and information management | 3 |
| 26 | Investment advisory (participants) | 2 |
| 50 | Direct payment from the plan | 2 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| L&T Technology Services Ltd 401(k) Profit Sharing Plan & Trust | L&T Technology Services | $56,596,229 | 1,650 | $10,845 |
| Gil-bar Industries Inc.401(k) Profit Sharing Plan & Trust | Gil-bar Industries | $56,328,894 | 579 | $7,790 |
| Elevate PFS Holdings Inc 401(k) Profit Sharing Plan & Trust | Elevate PFS Holdings | $56,305,490 | 1,761 | $9,600 |
| Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust | Merrill Technologies Group | $46,162,723 | 519 | $8,405 |
| Daily Express Inc 401(k) Profit Sharing Plan & Trust | Daily Express | $45,245,320 | 308 | $8,705 |
| Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust | Rosenberg & Estis | $37,902,049 | 223 | $6,750 |
| Jobot LLC 401(k) Profit Sharing Plan & Trust | Jobot | $30,843,584 | 1,484 | $5,625 |
| Compass Healthcare PLC 401(k) Profit Sharing Plan & Trust | Compass Healthcare | $30,482,285 | 342 | $9,195 |
| Aero Test Group 401(k) Profit Sharing Plan and Trustrecordkeeper | Aero Test Group | $24,607,335 | 221 | $8,900 |
| Schneider Packaging Equipment 401(k) Profit Sharing Plan & Trust | Schneider Packaging Equipment | $23,778,911 | 302 | $7,905 |
| Vie de France Yamazaki Inc 401(k) Profit Sharing Plan & Trust | Vie de France Yamazaki | $23,249,658 | 612 | $16,630 |
| Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust | Family Orthopedic Associates P | $23,178,956 | 131 | $6,880 |
| The MD Group LLC 401(k) Profit Sharing Plan & Trust | MD Group | $22,840,029 | 350 | $5,675 |
| Terran Orbital Corporation 401(k) Profit Sharing Plan & Trust | TERRAN ORBITAL | $22,226,903 | 613 | $7,965 |
| Khor Buyer 401(k) Profit Sharing Plan & Trust | Khor Buyer | $22,011,087 | 431 | $5,805 |
| RMS Lifeline Inc 401(k) Profit Sharing Plan & Trust | RMS Lifeline | $21,818,229 | 476 | $6,995 |
| Dallas Renal Group PA 401(k) Profit Sharing Plan & Trust | Dallas Renal Group | $21,571,733 | 104 | $5,165 |
| Hisense USA Corporation 401(k) Profit Sharing Plan & Trust | Hisense USA | $19,620,939 | 280 | $6,300 |
| Environmental Safety and Healt 401(k) Profit Sharing Plan & Trust | Environmental Safety and Healt | $17,470,920 | 182 | $6,820 |
| Indotronix International Corpo 401(k) Profit Sharing Plan & Trust | Indotronix International Corpo | $17,421,387 | 480 | $9,590 |
| Brand Institute Inc 401(k) Profit Sharing Plan & Trust | Brand Institute | $16,905,196 | 116 | $6,540 |
| California Institute of Integr 401(k) Profit Sharing Plan & Trust | California Institute of Integr | $16,668,285 | 487 | $8,370 |
| TJL Industries Inc 401(k) Profit Sharing Plan & Trust | TJL Industries | $16,145,744 | 327 | $7,330 |
| Dover Dodge Chrysler Jeep Inc 401(k) Profit Sharing Plan & Trust | Dover Dodge Chrysler Jeep | $16,144,392 | 693 | $6,055 |
| T2 Financial LLC 401(k) Profit Sharing Plan & Trust | T2 Financial | $15,670,449 | 1,049 | $12,900 |
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.