Filings through .
Erp Retirement Services
Matched across 4 name variants in the filings
Erp Retirement Services summary
Erp Retirement Services appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $703M in assets for 13,038 participants. The median client plan holds $21.6M. Most client plans are sponsored in KS, NY and MN. The largest clients by plan assets are Afs Holdings, Inc., Ushv Management, LLC and Orbimed Advisors, L.L.C.. Plans reported $237K in direct and indirect compensation paid to Erp Retirement Services. The median is $10K per plan.
- Participants
- 13,038
- Median plan assets
- $21.6M
- Median plan participants
- 288
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Afs Holdings, Inc. | UT | $235M | 5,689 |
| Ushv Management, LLC | TN | $101M | 2,151 |
| Orbimed Advisors, L.L.C. | NY | $86.0M | 135 |
| Mel Stevenson and Associates, Inc. | KS | $54.2M | 522 |
| Sciame Construction, LLC | NY | $36.6M | 171 |
| P1 Construction, LLC | KS | $35.3M | 204 |
| P1 Group | KS | $29.7M | 199 |
| Thuasne, LLC | KS | $21.7M | 487 |
| Island Pump and Tank, LLC | NY | $21.6M | 289 |
| David Peyser Sportswear, Inc. | NY | $17.1M | 664 |
| Bcinsourcing, LLC | KS | $16.2M | 378 |
| Russell Cellular, Inc. | MO | $14.7M | 1,473 |
| Earp Meat Company | KS | $12.7M | 288 |
| P1 Service, LLC | KS | $9.4M | 127 |
| Rural Minnesota Cep | MN | $6.9M | 124 |
| Envirotrac Ltd. | NY | $5.5M | 137 |
| Ernest Spencer Metals, Inc. | KS | $218K | 0 |
- Afs Holdings, Inc.$235MUTParticipants 5,689
- Ushv Management, LLC$101MTNParticipants 2,151
- Orbimed Advisors, L.L.C.$86.0MNYParticipants 135
- KSParticipants 522
- Sciame Construction, LLC$36.6MNYParticipants 171
- P1 Construction, LLC$35.3MKSParticipants 204
- P1 Group$29.7MKSParticipants 199
- Thuasne, LLC$21.7MKSParticipants 487
- NYParticipants 289
- NYParticipants 664
- Bcinsourcing, LLC$16.2MKSParticipants 378
- Russell Cellular, Inc.$14.7MMOParticipants 1,473
- Earp Meat Company$12.7MKSParticipants 288
- P1 Service, LLC$9.4MKSParticipants 127
- Rural Minnesota Cep$6.9MMNParticipants 124
- Envirotrac Ltd.$5.5MNYParticipants 137
- KSParticipants 0
Top client states
- KS8 plans
- NY5 plans
- MN1 plan
- MO1 plan
- TN1 plan
Frequently asked questions
- Who uses Erp Retirement Services?
- 17 retirement plans list Erp Retirement Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Afs Holdings, Inc., Ushv Management, LLC, Orbimed Advisors, L.L.C., Mel Stevenson and Associates, Inc. and Sciame Construction, LLC. Most client plans are sponsored in KS, NY and MN.
- How many plans does Erp Retirement Services serve?
- Erp Retirement Services serves 17 retirement plans with $703M in plan assets and 13,038 participants, based on the latest Form 5500 filings through 2024.
- What does Erp Retirement Services charge?
- Plans reported $237K in total Schedule C compensation paid to Erp Retirement Services. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17+4 YoYRank #913 of mapped providers
Assets under administration$703M0.0%Rank #5210 by share of filed assets
Fees received$237,384Median $9,999/planSum across Schedule C direct + indirect
Net wins YoY+47 won - 3 lostPlan-level switch detection
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