Back to filter
Original filing (PDF)20250828182018NAL0018360688001
ERS PARENT, LLC
Form 5500
FILING_RECEIVED
ERS PARENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
949
Accounts w/ balance
238
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERS PARENT, LLC.
Plan sponsor
Name
ERS PARENT, LLC
EIN
85-3285126
Address
406 E MADISON ST. · BROUSSARD, LA · 70518
Phone
(337) 434-2319
Industry
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
2025-08-28
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PDR CPAS & ADVISORS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $30K | — |
| REGIONS BANK | 63-0371391 | — | NONE | $23K | — |
Investments
32 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.5M | 20.7% | |
| MFS Total Return R6 MFS 0 | — | — | — | $1.0M | 13.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $876K | 11.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $454K | 6.2% | |
| T. Rowe Price Ret 2045 Inv T. Rowe Price 0 | — | — | — | $386K | 5.2% | |
| T. Rowe Price Ret 2030 Inv T. Rowe Price 0 | — | — | — | $316K | 4.3% | |
| T. Rowe Price Ret 2055 Inv T. Rowe Price 0 | — | — | — | $297K | 4.0% | |
| JPMorgan U.S. Govt Money Mkt Instl JP Morgan 0 | — | — | — | $267K | 3.6% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $252K | 3.4% | |
| Baird Aggregate Bond Inst Baird 0 | — | — | — | $239K | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $189K | 2.6% | |
| T. Rowe Price Ret 2040 Inv T. Rowe Price 0 | — | — | — | $183K | 2.5% | |
| T. Rowe Price Ret 2035 Inv T. Rowe Price 0 | — | — | — | $175K | 2.4% | |
| T. Rowe Price Dividend Growth Inv T. Rowe Price 0 | — | — | — | $167K | 2.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $140K | 1.9% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $119K | 1.6% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $106K | 1.4% | |
| T. Rowe Price Retirement Balanced Fd T. Rowe Price 0 | — | — | — | $91K | 1.2% | |
| T. Rowe Price Ret 2050 Inv T. Rowe Price 0 | — | — | — | $83K | 1.1% | |
| T. Rowe Price Ret 2025 Inv T. Rowe Price 0 | — | — | — | $82K | 1.1% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $78K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $76K | 1.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $66K | 0.9% | |
| JPMorgan Small Cap Value R6 JP Morgan 0 | — | — | — | $50K | 0.7% | |
| T. Rowe Price Ret 2020 Inv T. Rowe Price 0 | — | — | — | $41K | 0.6% | |
| T. Rowe Price Ret 2015 Inv T. Rowe Price 0 | — | — | — | $26K | 0.3% | |
| T. Rowe Price Ret 2010 Inv T. Rowe Price 0 | — | — | — | $25K | 0.3% | |
| T. Rowe Price Ret 2065 Inv T. Rowe Price 0 | — | — | — | $16K | 0.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $14K | 0.2% | |
| T. Rowe Price Ret 2060 Inv T. Rowe Price 0 | — | — | — | $4K | <0.1% | |
| Baird MidCap Growth Inst Baird 0 | — | — | — | $4K | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Health Care & Social Assistance plans
K PRIME, INC.
K PRIME, INC. PROFIT SHARING PLAN
$7.4M · 16 participants
DR. DONNA A. SERURE, DERMATOLOGY PC
DR. DONNA A. SERURE DERMATOLOGY, P.C. 401(K) PROFIT SHARING PLAN
$7.4M · 10 participants
PARKS DERMATOLOGY CENTER, LLC
PARKS DERMATOLOGY CENTER, LLC DEFINED BENEFIT PENSION PLAN
$7.4M · 50 participants
SANTA MONICA ACUPUNCTURE MEDICAL CENTER
SANTA MONICA ACUPUNCTURE MEDICAL CENTER EMPLOYEE RETIREMENT BENEFIT PLAN
$7.3M · 4 participants
PR HEALTH CORPORATION
FIRST CARE HEALTH CENTER 401(K) PROFIT SHARING PLAN
$7.3M · 140 participants
ASSOCIATED OPHTHALMOLOGISTS OF KANSAS CITY, P.C.
ASSOCIATED OPHTHALMOLOGISTS OF KANSAS CITY, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$7.3M · 8 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants