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Sponsor portfolio

THE ERISA FIDUCIARY GROUP, LLC

EIN 47-3735801-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
12401 CRABAPPLE MEADOW WAY - ALPHARETTA, GA 300044066404-401-5880
Plans on this EIN
2 filings
#001TraditionalDB-$2.0M - 2 part#002401k-$143K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • LLC DB PLAN (#001)93%
  • LLC PSP PLAN (#002)7%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC DB PLAN (#001)2
  • LLC PSP PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE ERISA FIDUCIARY GROUP, LLC DB PLAN

TraditionalDB

Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ERISA FIDUCIARY GROUP, LLC PSP PLAN

401k

Assets$143K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ERISA FIDUCIARY GROUP, LLC DB PLANTraditionalDB$2.0M22025
002THE ERISA FIDUCIARY GROUP, LLC PSP PLAN401k$143K22025
Retirement plans
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