How big is ERP Success Partners' plan?

ERP Success Partners' plan reported $168K in assets and 3 participants for 2024.

Original filing (PDF)20250724061737NAL0005483552001

ERP Success Partners

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

Form 5500-SF

FILING_RECEIVED

ERP Success Partners 401(k)

401(k) retirement plan · ERP Success Partners' ERP Success Partners 401(k) held $168K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Shirley Horner signed ERP Success Partners' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

ERP Success Partners' EIN is 84-3041945.

EIN 84-3041945

Plan number 001

Plan year 2024

ACK ID 20250724061737NAL0005483552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ERP Success Partners' 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 ERP SUCCESS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ERP SUCCESS PARTNERS

EIN

all filings

Address

80 BROAD STREET · 5TH FLOOR · NEW YORK, NY · 10004

Phone

(111) 111-1111

Industry

Professional & Technical Services

Plan administrator