Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › ERISA Services of Georgia, LLC
Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Assets of those plans
$194,911,364
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
12
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$74,167
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.
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 12 |
| 37 | Participant loan processing | 12 |
| 15 | Recordkeeping and information management | 12 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Newcomb & Boyd Profit Sharing Planrecordkeeper | Newcomb & Boyd | $42,572,942 | 330 | $4,756 |
| LGE Community Credit Union 401(k) Plan and Trustrecordkeeper | LGE Community Credit Union | $41,635,615 | 405 | $12,400 |
| In Compass Health 401(k) Planrecordkeeper | In Compass Health | $29,278,781 | 318 | $4,827 |
| G. W. Henssler & Associates, Ltd 401(k) Profit Sharing Planrecordkeeper | G.W. Henssler & Associates | $21,719,885 | 158 | $3,807 |
| Augusta Oncology Associates, P.C. Profit Sharing Planrecordkeeper | Augusta Oncology Associates | $16,180,942 | 200 | $2,625 |
| PHX Holdings Retirement Planrecordkeeper | PHX Holdings | $10,826,139 | 352 | $15,171 |
| Gaskins Lecraw 401(k) Profit Sharing Planrecordkeeper | Sovereign's Engineering & Surveying Holdings Inc. DBA Gaskins Lecraw | $10,643,878 | 298 | $1,875 |
| Marietta Times-journal, Inc. 401(k) Planrecordkeeper | Times-journal | $6,568,853 | 172 | $12,387 |
| Sonnen, Inc. 401(k) Planrecordkeeper | Sonnen | $6,217,592 | 171 | $5,967 |
| Echelon Fitness Multimedia 401(k) Planrecordkeeper | Echelon Fitness Multimedia | $4,533,954 | 123 | $4,959 |
| Druid Hills Golf Club 401(k) Planrecordkeeper | Druid Hills Golf Club | $3,810,952 | 323 | $4,493 |
| Woolfson Eye Institute 401(k) Planrecordkeeper | Jbear Enterprises | $921,831 | 159 | $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.