How big is ERDI Partners' plan?

ERDI Partners' plan reported $299K in assets and 3 participants for 2024.

Original filing (PDF)20250710115803NAL0004032995001

ERDI Partners

Name: ERDI Partners — ERDI Partners, Inc. 401(k) Plan, Form 5500 (2024)
Creator: ERDI Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ERDI Partners, Inc. 401(k) Plan

401(k) retirement plan · ERDI Partners' ERDI Partners, Inc. 401(k) Plan held $299K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

People on this filing

Steven Svendsen signed ERDI Partners' 2024 Form 5500 as plan administrator.

Steven Svendsen — 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

ERDI Partners' EIN is 82-0844505.

EIN 82-0844505

Plan number 001

Plan year 2024

ACK ID 20250710115803NAL0004032995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ERDI Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ERDI Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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