How big is ERIS Innovations LLC's plan?

ERIS Innovations LLC's plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260522093329NAL0003933264001

ERIS Innovations LLC

Name: ERIS Innovations LLC — Form 5500 (2025)
Creator: ERIS Innovations LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · ERIS Innovations LLC held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

WES LEVY signed ERIS Innovations LLC's 2025 Form 5500 as plan administrator.

WES LEVY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ERIS Innovations LLC's EIN is 32-0443502.

EIN 32-0443502

Plan number 001

Plan year 2025

ACK ID 20260522093329NAL0003933264001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ERIS Innovations LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ERIS Innovations LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIS INNOVATIONS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ERIS INNOVATIONS LLC

EIN

all filings

Address

27 N WACKER DR · STE 422 · CHICAGO, IL · 60606

Phone

(312) 446-9497

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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