How big is Erickson & Erickson, LLP's plan?

Erickson & Erickson, LLP's plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20250627140302NAL0022942034001

Erickson & Erickson, LLP

Name: Erickson & Erickson, LLP — Erickson & Erickson LLP, Form 5500 (2024)
Creator: Erickson & Erickson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erickson & Erickson LLP 401(k) Plan

401(k) retirement plan · Erickson & Erickson, LLP's Erickson & Erickson LLP 401(k) Plan held $2.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Megan Erickson signed Erickson & Erickson, LLP's 2024 Form 5500 as plan administrator.

Megan Erickson — 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

Erickson & Erickson, LLP's EIN is 56-1433597.

EIN 56-1433597

Plan number 001

Plan year 2024

ACK ID 20250627140302NAL0022942034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Erickson & Erickson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Erickson & Erickson, LLP'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 ERICKSON & ERICKSON, LLP.

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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

Helping the score