401k Record

Providers › ERISA Services of Georgia, LLC

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.

Services reported

Service codeMeaningPlans
64Recordkeeping fees12
37Participant loan processing12
15Recordkeeping and information management12

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Newcomb & Boyd Profit Sharing PlanrecordkeeperNewcomb & Boyd $42,572,942330$4,756
LGE Community Credit Union 401(k) Plan and TrustrecordkeeperLGE Community Credit Union $41,635,615405$12,400
In Compass Health 401(k) PlanrecordkeeperIn Compass Health $29,278,781318$4,827
G. W. Henssler & Associates, Ltd 401(k) Profit Sharing PlanrecordkeeperG.W. Henssler & Associates $21,719,885158$3,807
Augusta Oncology Associates, P.C. Profit Sharing PlanrecordkeeperAugusta Oncology Associates $16,180,942200$2,625
PHX Holdings Retirement PlanrecordkeeperPHX Holdings $10,826,139352$15,171
Gaskins Lecraw 401(k) Profit Sharing PlanrecordkeeperSovereign's Engineering & Surveying Holdings Inc. DBA Gaskins Lecraw $10,643,878298$1,875
Marietta Times-journal, Inc. 401(k) PlanrecordkeeperTimes-journal $6,568,853172$12,387
Sonnen, Inc. 401(k) PlanrecordkeeperSonnen $6,217,592171$5,967
Echelon Fitness Multimedia 401(k) PlanrecordkeeperEchelon Fitness Multimedia $4,533,954123$4,959
Druid Hills Golf Club 401(k) PlanrecordkeeperDruid Hills Golf Club $3,810,952323$4,493
Woolfson Eye Institute 401(k) PlanrecordkeeperJbear Enterprises $921,831159$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.