How big is ERSO Capital Advisors LLC's plan?

ERSO Capital Advisors LLC's plan reported $196K in assets and 2 participants for 2025.

Original filing (PDF)20260423220642NAL0002763251065

ERSO Capital Advisors LLC

Name: ERSO Capital Advisors LLC — ERSO Capital Advisors, Form 5500 (2025)
Creator: ERSO Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ERSO Capital Advisors LLC 401(k) Plan

401(k) retirement plan · ERSO Capital Advisors LLC's ERSO Capital Advisors LLC 401(k) Plan held $196K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

People on this filing

Elantha Barry signed ERSO Capital Advisors 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

ERSO Capital Advisors LLC's EIN is 85-3640676.

EIN 85-3640676

Plan number 001

Plan year 2025

ACK ID 20260423220642NAL0002763251065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ERSO Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ERSO Capital Advisors 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 ERSO CAPITAL ADVISORS 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

Knocking points off