Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
DWC Erisa Consultants LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 69 retirement plans with 100 or more participants reported paying DWC Erisa Consultants LLC $5,000 or more. Those plans cover 38,410 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.2M. Per plan, the median was $23.98 per participant, with the middle half of plans between $13.21 and $36.49. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Utah (16), Minnesota (13) and New York (5).
In 2015 it appeared on 6 such filings; in 2024, 69. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $13.21 | $23.98 | $36.49 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.16% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Associated Food Stores, Inc. 401(k) Plan and Trust | Afs Holdings, Inc. | UT | 3,513 | $208M | $12K |
| The Shield Co. 401(k) | The Shield Companies, LLC | AZ | 1,694 | $1.7M | $7,926 |
| Ncgcare, Inc. 401(k) Profit Sharing Plan | Ncgcare, Inc. | VA | 1,640 | $15.1M | $41K |
| Independence Rehab, LLC 401(k) Profit Sharing Plan | Independence Rehab, LLC | UT | 1,584 | $22.7M | $78K |
| Sme 401(k) Employee Savings Plan | Sme Steel Contractors, Inc. | UT | 1,349 | $17.5M | $38K |
| Sunbelt Solomon Services, LLC 401(k) and Profit Sharing Plan | Sunbelt Solomon Services, LLC | KS | 1,154 | $45.0M | $36K |
| People Incorporated Retirement Savings Plan | People Incorporated | MN | 1,141 | $17.1M | $10K |
| Esse Health Profit Sharing Plan | American Multispecialty Group DBA Esse Health | MO | 1,046 | $206M | $14K |
| Wasatch Property Management 401(k) Plan | Wasatch Property Management, Inc. | UT | 1,014 | $35.1M | $37K |
| Sticker Mule, LLC 401(k) Plan | Sticker Mule, LLC | NY | 909 | $18.0M | $22K |
| Greenhouse Software, Inc. Retirement Savings Plan | Greenhouse Software, Inc. | NY | 893 | $47.5M | $13K |
| Pizza Luce Retirement Savings Plan | Pizza Luce Management, Inc. | MN | 882 | $12.0M | $23K |
| Wayne Transports, Inc. 401(k) Retirement Plan | Wayne Transports, Inc. | MN | 877 | $45.2M | $23K |
| Harry's, Inc. 401(k) Plan | Harry's, Inc. | NY | 842 | $42.4M | $7,015 |
| Roots Management Group 401(k) Plan | Roots Management Group, LLC | AZ | 842 | $4.9M | $31K |
| Betterment 401(k) Savings Plan | Betterment Holdings, Inc. | NY | 840 | $89.3M | $5,230 |
| GPS Dental 401(k) Plan | Guided Practice Solutions Dental, LLC | AR | 796 | $20.8M | $17K |
| Independent Pet Partners 401(k) Plan | Ipp Buyer Acquisition, LLC | MN | 716 | $6.9M | $5,969 |
| Evereve 401(k) Plan | Evereve Incorporated | MN | 701 | $17.1M | $4,630 |
| LVT 401(k) Plan | Liveview Technologies, Inc. | UT | 650 | $7.5M | $12K |
| Hybrid Promotions, LLC Incentive Savings Plan | Hybrid Promotions, LLC | CA | 642 | $35.9M | $11K |
| Tak Broadband, LLC 401(k) Plan | Tak Broadband, LLC | SD | 641 | $6.8M | $12K |
| Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust | Wittwer, Inc. | UT | 630 | $13.3M | $10K |
| Blevins, Inc. Retirement Plan | Blevins, Inc. | TN | 605 | $46.4M | $26K |
| First 401(k) Plan | First Protocol, Inc. | NY | 567 | $27.6M | $13K |
| Carson Wealth Management Group 401(k) Profit Sharing Plan | Carson Group Holdings, LLC | IL | 507 | $40.2M | $328K |
| Hagerty Consulting Inc. 401(k) Plan | Hagerty Consulting Inc. | IL | 505 | $25.4M | $2,696 |
| Odyssey House of Utah 403(b) Plan | Odyssey House of Utah | UT | 501 | $7.6M | $8,242 |
| The Hut Group 401(k) Plan | THG International LLC (DBA THG) | KY | 458 | $13.0M | $12K |
| Ullico Inc. 401(k) Plan | Ullico Inc. | MD | 420 | $104M | $6,070 |
| Woodlands 401(k) Profit Sharing Plan | Woodlands Medical Specialists PA | FL | 418 | $37.7M | $3,300 |
| Narcorps Specialties, LLC Retirement Plan | Narcorps Specialties, LLC | WY | 397 | $555K | $11K |
| Boostability 401(k) Plan | Boostability Parent, Inc. | UT | 386 | $6.1M | $2,919 |
| Activcare Living Inc. 401(k) Retirement Plan | Activcare Living Inc. | CA | 385 | $2.4M | $12K |
| Weis Builders, Inc. Profit Sharing Plan and Trust | Weis Builders, Inc. | MN | 372 | $40.2M | $7,465 |
| Diversified Search Group Retirement Plan | Sv-Dvf Holdings, LLC | PA | 360 | $47.0M | $29K |
| Sky Dancer Hotel & Casino 401(k) Plan | Sky Dancer Hotel & Casino | ND | 357 | $2.5M | $3,040 |
| Pivotal Housing Partners LLC 401(k) Retirement Savings Plan | Pivotal Housing Partners LLC | OH | 345 | $6.0M | $4,651 |
| Rihm 401(k) Plan | Rihm Motor Company | MN | 344 | $16.8M | $31K |
| Florida Coast Equipment, Inc. 401(k) Plan | Florida Coast Equipment, Inc. | FL | 330 | $4.7M | $8,248 |
Questions and answers
How many plans does DWC Erisa Consultants LLC serve?
69 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay DWC Erisa Consultants LLC?
The median plan reported $23.98 per participant in direct and indirect compensation (69 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (41 plans), Recordkeeping and information management (20 plans), Participant loan processing (17 plans) and Other services (12 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.