Erisa Partners, Inc.'s EIN is 64-0815705.
Download the official 2024 Form 5500 (PDF) for Erisa Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Erisa Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA PARTNERS, INC. | 64-0815705 | BRENTWOOD, TN | TPA & RECORDKEEPER | $382K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY BENEFITS GROUP, INC. | 87-3709842 | LAKE ELSINORE, CA | INVESTMENT MANAGER | $65K | — |
| ERISA ADVISERS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $76.1M | 94.3% | |
| SMALL CAP GROWTH FUND II WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $114K | 0.1% | |
| MID CAP VALUE CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $90K | 0.1% | |
| LARGE CAP VALUE FUND CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $88K | 0.1% | |
| MID CAP GROWTH FUND CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $73K | <0.1% |
| 46-4414880 |
| BRENTWOOD, TN |
| INVESTMENT MANAGER |
| $61K |
| — |
