Filings through .
ERISA Smart
Matched across 2 name variants in the filings
ERISA Smart summary
ERISA Smart appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $456M in assets for 14,805 participants. The median client plan holds $22.2M. Most client plans are sponsored in CA, IN and AL. The largest clients by plan assets are Toyotetsu America, Inc., System Studies & Simulation, Inc. and American Financial Network, Inc.. Plans reported $177K in direct and indirect compensation paid to ERISA Smart. The median is $8K per plan.
- Participants
- 14,805
- Median plan assets
- $22.2M
- Median plan participants
- 859
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Toyotetsu America, Inc. | KY | $101M | 3,275 |
| System Studies & Simulation, Inc. | AL | $67.2M | 918 |
| American Financial Network, Inc. | CA | $49.3M | 1,608 |
| Margaret Mary Community Hospital, Inc., plan 004 | IN | $48.2M | 735 |
| California Farm Bureau Federation | CA | $34.1M | 1,752 |
| Windermere Real Estate Services Company | WA | $31.3M | 396 |
| Wisenbaker Builder Services, Inc. | TX | $23.9M | 1,659 |
| Buchanan Group, Inc. | IN | $22.2M | 294 |
| DRJ Investments, Inc. Dba Don Jenkins Auto Group | FL | $19.8M | 1,291 |
| Margaret Mary Community Hospital, Inc., plan 003 | IN | $18.7M | 859 |
| Pasadena Chamber of Commerce and Civic Association | CA | $12.8M | 325 |
| Star Service of Baton Rouge | LA | $11.7M | 230 |
| Family Resources Agency Inc. | TN | $10.0M | 598 |
| Mobileone, LLC | CA | $5.5M | 864 |
| Methodist Hospital of Southern CA | CA | $28 | 1 |
- KYParticipants 3,275
- ALParticipants 918
- CAParticipants 1,608
- INParticipants 735
- CAParticipants 1,752
- WAParticipants 396
- TXParticipants 1,659
- Buchanan Group, Inc.$22.2MINParticipants 294
- FLParticipants 1,291
- INParticipants 859
- CAParticipants 325
- LAParticipants 230
- TNParticipants 598
- Mobileone, LLC$5.5MCAParticipants 864
- CAParticipants 1
Top client states
- CA5 plans
- IN3 plans
- AL1 plan
- FL1 plan
- KY1 plan
Frequently asked questions
- Who uses ERISA Smart?
- 15 retirement plans list ERISA Smart as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Toyotetsu America, Inc., System Studies & Simulation, Inc., American Financial Network, Inc., Margaret Mary Community Hospital, Inc. and California Farm Bureau Federation. Most client plans are sponsored in CA, IN and AL.
- How many plans does ERISA Smart serve?
- ERISA Smart serves 15 retirement plans with $456M in plan assets and 14,805 participants, based on the latest Form 5500 filings through 2024.
- What does ERISA Smart charge?
- Plans reported $177K in total Schedule C compensation paid to ERISA Smart. The median plan paid $8K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served15+3 YoYRank #1184 of mapped providers
Assets under administration$456M0.0%Rank #6037 by share of filed assets
Fees received$176,790Median $7,989/planSum across Schedule C direct + indirect
Net wins YoY+03 won - 3 lostPlan-level switch detection
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