# Erp Analysts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/erp-analysts-inc-401k-plan

> Erp Analysts, INC.'s 401(k) plan: 416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erp Analysts, INC.

- **Sponsor EIN:** 311688884

- **Sponsor Address:** 425 METRO PLACE N., DUBLIN, OH, 43017

- **Plan Type:** 401(k)

- **Total Participants:** 416

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|416|$31.2M|$1.5M|$3.0M|

| 2023|456|$23.7M|$1.4M|$3.2M|

| 2022|450|$16.3M|$1.6M|$2.9M|

## 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|

| RETIREMENT PLANS, INC.|ADVISOR/TPA/3(38)/3(16)|$65,222|—|$65,222|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$34,606|—|$34,606|

| WHALEN & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RETIREMENT PLANS, INC.](https://planprovider.pro/provider/ameritas-retirement-plans) — ADVISOR/TPA/3(38)/3(16)

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,828

- **Estimated Expense Ratio:** 0.319% of plan assets

### 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|$93,108|—|—|—|—|

| 2023|$85,041|—|—|—|—|

| 2022|$94,585|—|—|—|$94,585|

## Similar Plans

- [Slk America INC.](https://planprovider.pro/companies/slk-america-inc-401k-plan) — 320 participants

- [Park Place Technologies, LLC](https://planprovider.pro/companies/park-place-technologies-llc-401k-plan) — 1,430 participants

- [Veeam Software Corporation](https://planprovider.pro/companies/veeam-software-corporation-401k-plan) — 1,530 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/erp-analysts-inc-401k-plan)

© 2026 PlanProvider.Pro