Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Erisa Services, Inc.
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, 91 retirement plans with 100 or more participants reported paying Erisa Services, Inc. $5,000 or more. Those plans cover 57,128 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $25.01 per participant, with the middle half of plans between $10.84 and $42.72. 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 Tennessee (39), Georgia (31) and Alabama (7).
In 2011 it appeared on 8 such filings; in 2024, 92. 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 | $10.84 | $25.01 | $42.72 |
| Compensation as a share of plan net assets | 0.04% | 0.09% | 0.19% |
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 |
|---|---|---|---|---|---|
| The Wrench Group Retirement Plan | The Wrench Group | GA | 7,934 | $137M | $291K |
| Arrow Exterminators, Inc. 401(k) Plan | Arrow Exterminators, Inc. | GA | 3,472 | $56.9M | $110K |
| Dsi 401(k) Plan | Dothan Security, Inc. | AL | 2,668 | $2.2M | $13K |
| Hes Facilities, WFF Facilities, & Clean-Tech Company 401(k) Plan | Clean-Tech Company | MO | 2,595 | $2.1M | $32K |
| Tidal Wave Auto Spa 401(k) Plan | New Potato Creek Holdings LLC | GA | 2,189 | $7.6M | $6,615 |
| The Vincit Company, LLC 401(k) Plan | The Vincit Company, LLC | TN | 1,680 | $19.2M | $64K |
| Invo PEO, Inc. 401(k) Plan | Invo PEO, Inc. | TN | 1,447 | $14.4M | $49K |
| Ironworkers Local 380 Retirement and Severance Plan | Ironworkers Local 380 Retirement and Sev Fund | IL | 1,322 | $35.5M | $38K |
| I3 Verticals Management Services, Inc. 401(k) Plan | I3 Verticals Management Services,inc. | TN | 1,253 | $67.4M | $28K |
| Chicken Salad Chick 401(k) Plan | SSRG Holdings, LLC | GA | 1,210 | — | $6,142 |
| Southern Health Partners, Inc. 401(k) Plan | Southern Health Partners | TN | 1,160 | $7.7M | $7,035 |
| Marketing Alliance Group 401(k) Retirement Plan | Marketing Alliance Group, Inc. | GA | 1,112 | $21.7M | $7,127 |
| Century Fire Protection 401(k) Plan | Century Fire Protection, LLC | GA | 1,021 | $21.0M | $6,689 |
| Blackberry Farm 401(k) Savings Plan | Blackberry Farm | TN | 956 | $13.3M | $24K |
| Turenne & Associates, LLC and Affiliates 401(k) Plan | Turenne & Associates, LLC | AL | 869 | $29.0M | $24K |
| Takumi Stamping 401(k) Plan | Takumi Stamping, Inc. | OH | 858 | $12.7M | $47K |
| World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan | World Choice Investments, LLC & Great Choice Investments, LLC | TN | 855 | $7.2M | $9,079 |
| Legacy Senior Living, LLC 401(k) Plan | Legacy Senior Living, LLC | TN | 782 | $1.2M | $2,257 |
| The Recreational Group, LLC 401(k) Retirement Plan | The Recreational Group LLC | GA | 781 | $16.6M | $13K |
| Goshen Medical Center Retirement Plan | Goshen Medical Center, Inc. | NC | 771 | $16.2M | $9,420 |
| Charter Foods Inc. 401(k) Plan | Charter Foods Inc. | TN | 742 | $9.8M | $28K |
| Burkes Mechanical, Inc. 401(k) Plan | Burkes Mechanical, Inc. | AL | 664 | $27.7M | $12K |
| Reeves Young Profit Sharing Plan | Reeves Young, LLC | GA | 625 | $19.6M | $18K |
| Aldridge Pite 401(k) Plan | Aldridge Pite, LLP | GA | 621 | $26.0M | $14K |
| Rinnai America Corporation 401(k) Plan | Rinnai America Corporation | GA | 612 | $36.4M | $14K |
| Quality Integrated Services, Inc. 401(k) Plan | Quality Integrated Services, Inc. | OK | 576 | $21.8M | $21K |
| Medlink Georgia, Inc. 403(b) Plan | Medlink Georgia, Inc. | GA | 574 | $14.0M | $6,201 |
| Vehlo Purchaser, LLC 401(k) Plan | Vehlo Purchaser, LLC | TN | 554 | $16.1M | $5,372 |
| H.Y.B., Inc. DBA Harper's Retirement Program | H.Y.B., Inc. DBA Harper's | TN | 499 | $10.8M | $21K |
| 403(b) Thrift Plan of Life Bridges, Inc. | Life Bridges, Inc. | TN | 497 | $4.6M | $66K |
| Total Network Manufacturing, LLC 401(k) Plan | Total Network Manufacturing, LLC | TN | 495 | $3.8M | $3,020 |
| Iris Software Group 401(k) Plan | Practice Engine Systems, Inc. | GA | 472 | $17.9M | $6,310 |
| The Diesel Equipment Company, Inc. Savings Plan and Trust | Diesel Equipment Company, Inc. | AL | 468 | $17.7M | $21K |
| Vertical Earth 401(k) Plan | Vertical Earth, Inc. | GA | 463 | $6.4M | $6,145 |
| Rally for Retirement 401(k) Plan | Great Salons of Knoxville, Inc. | TN | 443 | $2.3M | $18K |
| Zaxby's 401(k) Plan | Oxford Foods, Inc. | GA | 416 | $1.4M | $5,250 |
| Michael Dunn Center Retirement Plan | Michael Dunn Center | TN | 403 | $2.6M | $1,810 |
| Terra Worldwide Logistics 401(k) Plan | Terra Worldwide Logistics LLC | GA | 400 | $6.9M | $17K |
| Protection Strategies, Inc. 401(k) Plan | Protection Strategies, Inc. | TN | 388 | $6.2M | $5,119 |
| Cint USA 401(k) Plan | Cint USA, Inc. | LA | 375 | $19.1M | $17K |
Questions and answers
How many plans does Erisa Services, Inc. serve?
91 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 Erisa Services, Inc.?
The median plan reported $25.01 per participant in direct and indirect compensation (90 plans reporting an amount), or 0.09% 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 (51 plans), Other services (25 plans), Recordkeeping and information management (23 plans) and Participant loan processing (20 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.