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Original filing (PDF)20250923134033NAL0008098963001

ERG ENTERPRISES

Form 5500
FILING_RECEIVED
ERG ENTERPRISES 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
249
Accounts w/ balance
29
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score
70
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
  • Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERG ENTERPRISES.
Plan sponsor
Name
ERG ENTERPRISES
EIN
76-0827958
Address
4228 HOUMA BLVD #600B · METAIRIE, LA · 70006
Phone
(504) 378-1847
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-09-23
Pension benefit codes
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11K

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.

InvestmentTypeCurrent value% of plan
STABLE VALUE FUND R1
GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653
Common Collective Trust
$11K100.0%