ERISA SERVICES, INC.
42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served115+13 YoYRank #169 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3007
Fees received$2MMedian $9,094/planSum across Schedule C direct + indirect
Net wins YoY+1528 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ERISA SERVICES, INC. plan look like?
Service mix · median fees per plan
Count of plans where ERISA SERVICES, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant loan processing; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 13 | 60 | $8,292 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 28 | $6,077 | |
Other services; Other feesCode 49 | 20 | $7,015 | |
Plan Administrator; Direct payment from the planCode 14 | 3 | $24,168 | |
Other feesCode 99 | 2 | $15,247 | |
Accounting (including auditing)Code 10 | 1 | $7,000 | |
Consulting (general)Code 16 | 1 | $0 | |
Investment advisory (participants)Code 26 | 1 | $1,125 |
Competitor overlap
Percent of ERISA SERVICES, INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ERISA SERVICES, INC..
| Sponsor | From | Assets |
|---|---|---|
INTEGRATED PROJECT MANAGEMENT CO., INC.IL · 363610804-002 | FIDUCIARY FINANCIAL PARTNERS, LLC | $54M |
PURCHASING POWER LLCGA · 900193342-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $26M |
SLIDEMATIC PRECISION COMPONENTS, INC.IL · 362421303-001 | WILSHIRE ASSOCIATES INCORPORATED | $21M |
CENTURY FIRE PROTECTION, LLCGA · 200260469-001 | PRINCIPAL LIFE INSURANCE COMPANY | $21M |
SOUTHERN STATES, LLCGA · 030493527-005 | NORTHWESTERN MUTUAL INVESTMENT SERV | $21M |
URICCHIO, HOWE & KRELL, P.A.SC · 570681886-002 | (new plan) | $20M |
PRACTICE ENGINE SYSTEMS, INC.GA · 462337648-001 | (new plan) | $18M |
THE RECREATIONAL GROUP LLCGA · 582444653-001 | PRINCIPAL LIFE INSURANCE COMPANY | $17M |
CENTRAL ARKANSAS RADIATION THERAPY INSTITUTEAR · 710437657-003 | VOYA RETIREMENT INSURANCE & ANNUITY | $15M |
SIGNALINK GROUP INC.AL · 934216744-001 | (new plan) | $10M |
Plans lost in 2024
Appeared last year under ERISA SERVICES, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARDIOLOGY CONSULTANTS, P.A.SC · 570549843-001 | (new plan) | $31M |
TEKSTREAM SOLUTIONS, LLCGA · 274618907-001 | NORTHWESTERN MUTUAL INVESTMENT SERV | $10M |
PEZOLD MANAGEMENT ASSOCIATES, INC.GA · 581179998-001 | PRINCIPAL LIFE INSURANCE COMPANY | $9M |
T.E. PROPERTIES, INC.TN · 621441535-001 | (new plan) | $8M |
DELTA ELECTRONICS MFG CORP.MA · 042204201-003 | GLOBAL RETIREMENT PARTNERS LLC | $7M |
HI MANAGEMENT, LLCMS · 261797170-001 | (new plan) | $5M |
COMCARE, INC.TN · 621019649-004 | TENNESSEE PENSION ADMINISTRATORS | $4M |
TERRAPIN BEER COMPANY, LLCGA · 582404027-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $3M |
RANGER LAND SYSTEMS, INC.AL · 320077870-002 | MORGAN STANLEY SMITH BARNEY | $3M |
PBS PEO SERVICES, LLCAL · 814175750-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALFRED BENESCH & COMPANYIL · 362407363-002 | $336M | 1,563 | $57,903 | 4y | - |
THE WRENCH GROUPGA · 811553691-001 | $137M | 7,934 | $317,054 | 4y | 2 |
I3 VERTICALS MANAGEMENT SERVICES,INC.TN · 300847828-001 | $75M | 1,539 | $36,179 | 6y | 1 |
HERITAGE TRACTOR, INC.KS · 481194280-001 | $61M | 867 | $13,993 | 4y | - |
ARROW EXTERMINATORS, INC.GA · 581024782-001 | $57M | 3,472 | $109,606 | 2y | 1 |
INTEGRATED PROJECT MANAGEMENT CO., INC.IL · 363610804-002 | $54M | 271 | $6,840 | 1y | - |
RINNAI AMERICA CORPORATIONGA · 952915596-002 | $36M | 612 | $14,473 | 2y | 2 |
IRONWORKERS LOCAL 380 RETIREMENT AND SEV FUNDIL · 376122834-001 | $36M | 1,322 | $37,500 | 3y | - |
PLANTERS BANK AND TRUST COMPANYMS · 640223390-002 | $34M | 308 | $30,330 | 4y | - |
WELDSTAR COMPANYIL · 366098632-004 | $33M | 144 | $10,899 | 4y | 1 |
Flag exposure
85.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (42)
Raw Schedule C names collapsed into ERISA SERVICES, INC..
- ERISA
- ERISA ADMINISTRATORS
- ERISA ADMINISTRATORS LLC
- ERISA ADMINISTRATORS, LLC
- ERISA COMPLIANCE ASSOCIATES
- ERISA COMPLIANCE ASSOCIATES, LLC
- ERISA CONSULTING GROUP, L.L.C.
- ERISA CPA
- ERISA INC
- ERISA INC.
- ERISA SERICES OF GEORGIA, LLC
- ERISA SERRVICES PF GA, LLC
- ERISA SERVICE OF GEORGIA
- ERISA SERVICES
- ERISA SERVICES INC
- ERISA SERVICES INC.
- ERISA SERVICES OD GEORGIA
- ERISA SERVICES OF AL
- ERISA SERVICES OF ALABAMA
- ERISA SERVICES OF ALABAMA, LLC
- ERISA SERVICES OF GA LLC
- ERISA SERVICES OF GA, INC.
- ERISA SERVICES OF GA, LLC
- ERISA SERVICES OF GEORIGA, LLC
- ERISA SERVICES OF GEROGIA, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ERISA SERVICES, INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 0.87% | 7.76% | -6.89 pp |
| Fidelity bond gap | 11 | 9.57% | 26.94% | -17.38 pp |
| Late contributions | 36 | 31.30% | 1.71% | +29.59 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 13 | 11.30% | 1.76% | +9.55 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ERISA SERVICES, INC.. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).