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Original filing (PDF)20251009053410NAL0014816674001
ERP INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
ERP INTERNATIONAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
770
Accounts w/ balance
1,118
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERP INTERNATIONAL, LLC.
Plan sponsor
Name
ERP INTERNATIONAL, LLC
EIN
20-5784301
Address
603 7TH STREET · SUITE 203 · LAUREL, MD · 20707
Phone
(301) 490-0080
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | RECORD KEEPER | $57K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $560 | — |
Investments
19 direct securities · 14 pooled funds· $33.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$26.6M
14 holdings
Registered Investment Companies
$6.6M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $4.2M | 12.4% | |
| TRP RET BLEND 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.0M | 12.0% | |
| TRP RET BLEND 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.7M | 11.1% | |
| TRP RET BLEND 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $3.1M | 9.4% | |
| TRP RET BLEND 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.9% | |
| TRP RET BLEND 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.9M | 8.6% | |
| TRP RET BLEND 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.4M | 7.3% | |
| TRP RET BLEND 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| TRP RET BLEND 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| PIMCO LG DUR TOT RET INSTL | Registered Investment Companies | — | — | $948K | 2.8% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $661K | 2.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $447K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $409K | 1.2% | |
| TRP NEW HORIZONS - I | Registered Investment Companies | — | — | $400K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $378K | 1.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $377K | 1.1% | |
| TRP RET BLEND 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $306K | 0.9% | |
| TRP RET BLEND 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $206K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $183K | 0.5% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $180K | 0.5% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $143K | 0.4% | |
| T ROWE PRICE EQUITY INCOME I | Registered Investment Companies | — | — | $125K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $94K | 0.3% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $92K | 0.3% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $70K | 0.2% | |
| TRP RET BLEND 2005 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $69K | 0.2% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $38K | 0.1% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $26K | <0.1% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $15K | <0.1% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRP RET BLEND 2010 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $154 | <0.1% |