Plan Snapshot
- Plan Sponsor: Erisa Partners, INC.
- Sponsor EIN: 640815705
- Sponsor Address: PO BOX 22968, NASHVILLE, TN, 37202
- Plan Type: 401(k)
- Total Participants: 7,816
- Total Assets: $80.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,816 | $80.7M | $3.2M | $7.5M |
| 2023 | 5,728 | $41.2M | $2.0M | $5.1M |
| 2022 | 4,377 | $10.8M | $255,761 | $903,829 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLANKENSHIP CPA GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $507,945 | $125,819 | $4,000 | — | — |
| 2023 | $298,957 | $71,512 | — | — | — |
| 2022 | $187,435 | — | $3,945 | — | — |