ERISA Services Midwest, LLC

ERISA Services Midwest, LLC at a glance

ERISA Services Midwest, LLC appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $718M in assets for 15,499 participants. The median client plan holds $14.7M. Most client plans are sponsored in KS, MO and AR. The largest clients by plan assets are Heritage Tractor, Inc., Reply, Inc. and Its U.S. Subsidiaries and Central Arkansas Radiation Therapy Institute. Plans reported $699K in direct and indirect compensation paid to ERISA Services Midwest, LLC, a median of $11K per plan.

Participants

15,499

Median plan assets

$14.7M

Median plan participants

398

Median fees per plan

$11K

Schedule C direct + indirect

Frequently asked questions

Who uses ERISA Services Midwest, LLC?

30 retirement plans list ERISA Services Midwest, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Heritage Tractor, Inc., Reply, Inc. and Its U.S. Subsidiaries, Central Arkansas Radiation Therapy Institute, Sioux Chief Manufacturing Company, Inc. and P & K Equipment, Inc. Most client plans are sponsored in KS, MO and AR.

How many plans does ERISA Services Midwest, LLC serve?

ERISA Services Midwest, LLC serves 30 retirement plans with $718M in plan assets and 15,499 participants, based on the latest Form 5500 filings through 2024.

What does ERISA Services Midwest, LLC charge?

Plans reported $699K in total Schedule C compensation paid to ERISA Services Midwest, LLC. The median plan paid $11K. Fees vary with plan size and the services each plan buys.