Original filing (PDF)20250709142816NAL0002880771001

THE ERISA FIDUCIARY GROUP, LLC

Name: THE ERISA FIDUCIARY GROUP, LLC — THE ERISA FIDUCIARY GROUP, LLC PSP PLAN, Form 5500 (2024)
Creator: THE ERISA FIDUCIARY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE ERISA FIDUCIARY GROUP, LLC PSP PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE ERISA FIDUCIARY GROUP, LLC

EIN

47-3735801all filings

Address

12401 CRABAPPLE MEADOW WAY · ALPHARETTA, GA · 300044066

Phone

(404) 401-5880

Industry