How big is ERX Wealth, LLC's plan?

ERX Wealth, LLC's plan reported $62K in assets and 2 participants for 2025.

Original filing (PDF)20260506220951NAL0003943970080

ERX Wealth, LLC

Name: ERX Wealth, LLC — ERX Wealth, LLC 401(k) Plan, Form 5500 (2025)
Creator: ERX Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ERX Wealth, LLC 401(k) Plan

401(k) retirement plan · ERX Wealth, LLC's ERX Wealth, LLC 401(k) Plan held $62K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Elantha Barry signed ERX Wealth, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

ERX Wealth, LLC's EIN is 83-2633474.

EIN 83-2633474

Plan number 001

Plan year 2025

ACK ID 20260506220951NAL0003943970080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ERX Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ERX Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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