Filings through .
ERISA Services, Inc.
Matched across 16 name variants in the filings
ERISA Services, Inc. summary
ERISA Services, Inc. appears on 113 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.0B in assets for 79,205 participants. The median client plan holds $11.2M. Most client plans are sponsored in TN, GA and AL. The largest clients by plan assets are The Wrench Group, ENDO1 Partners Dba SPECIALTY1 Partners LLC and Heritage Tractor, Inc.. Plans reported $1.6M in direct and indirect compensation paid to ERISA Services, Inc.. The median is $10K per plan.
- Participants
- 79,205
- Median plan assets
- $11.2M
- Median plan participants
- 349
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- The Wrench Group$171MGAParticipants 7,793
- TXParticipants 2,280
- Heritage Tractor, Inc.$82.5MKSParticipants 1,142
- GAParticipants 3,599
- TNParticipants 1,253
- Walton Communities, LLC$49.5MGAParticipants 506
- GAParticipants 1,312
- GAParticipants 635
- GAParticipants 786
- TNParticipants 174
- ILParticipants 1,322
- SCParticipants 317
- Burkes Mechanical, Inc.$33.3MALParticipants 696
- ALParticipants 1,002
- Aldridge Pite, LLP$31.3MGAParticipants 824
- TNParticipants 273
- ALParticipants 205
- Martin Incorporated$27.5MALParticipants 483
- TNParticipants 183
- GAParticipants 1,096
- FLParticipants 208
- Reeves Young, LLC$26.1MGAParticipants 743
- GAParticipants 478
- Moly-Cop USA, LLC$24.8MMOParticipants 152
- Cint USA, Inc.$24.8MLAParticipants 373
Top client states
- TN45 plans
- GA36 plans
- AL7 plans
- KS4 plans
- IL3 plans
Frequently asked questions
- Who uses ERISA Services, Inc.?
- 113 retirement plans list ERISA Services, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Wrench Group, ENDO1 Partners Dba SPECIALTY1 Partners LLC, Heritage Tractor, Inc., Arrow Exterminators, Inc. and I3 Verticals Management Services,inc.. Most client plans are sponsored in TN, GA and AL.
- How many plans does ERISA Services, Inc. serve?
- ERISA Services, Inc. serves 113 retirement plans with $2.0B in plan assets and 79,205 participants, based on the latest Form 5500 filings through 2024.
- What does ERISA Services, Inc. charge?
- Plans reported $1.6M in total Schedule C compensation paid to ERISA Services, Inc.. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full ERISA Services, Inc. analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Erisa Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| BNY | 2 |
| BlackRock | 2 |
| Fidelity (FMR) | 2 |
| Capital Group | 2 |
| Dodge & Cox | 1 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.