Plan Ledger DOL Form 5500 · updated monthly

Erisa Partners, Inc.401(k)

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.83%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Erisa Partners, Inc. reported $507,945 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $412 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 1.15% to 0.83%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 199th-largest of 1,496 plans among Tennessee employers on file, and the 1,810th of 11,654 in professional & technical services. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,699,250
Participants with balances3,601
Active participants7,816
Employer contributions$3,220,164
Employee contributions$7,533,986
Employer contribution per active participant$412
Average account balance$22,410
Benefits paid to participants$5,215,888
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP
Plan history2
Yearassets · accounts · employer contribution
2024$80.7M · 3,601 accts · $3.2M emplr
2023$41.2M · 2,694 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$350,303
Investment management$125,819
Total administrative$507,945
The Erisa Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$412
Median for plans this size$3,635
2024$412 per active participant
2023$348 per active participant

Erisa Partners, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$507,945 · 0.83%
2023$298,957 · 1.15%
Similar plansProfessional & Technical Services · Tennessee
Healthstream, Inc. TN$99.0M · 0.26%
Lbmc, PC TN$85.7M · 0.16%
Eastport Holdings, LLC TN$77.9M · 0.21%
Logical Systems, LLC TN$73.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640815705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.