Erisa Partners 401(k) plan

Erisa Partners, Inc., Nashville, TN. EIN 64-0815705. Annual reports 2022–2024.

Erisa Partners, Inc. has one active retirement plan on file, the Erisa Partners, Inc. Pooled Employer Plan, with 8,821 participants and $80.7 million in assets in 2024. No traditional pension plan appears in Erisa Partners's filings since 2022.

Active plans: 1
Participants: 8,821
Plan assets: $80.7 million
Plans on file: 1
Industry: Professional services

The plan

Erisa Partners, Inc. Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 64-0815705
Participants (2024): 8,821
Net assets (2024): $80.7 million
Plan administrator: Erisa Partners, Inc.
Po Box 22968
Nashville, TN 37202
(615) 309-5592As filed for 2024
In effect since: January 1, 2022

Plans merged into this one: Linkhcm Mep 401(k) Plan (2022).

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,821	$80.7 million	not listed
2023	6,347	$41.2 million	not listed
2022	4,377	$10.8 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((615) 309-5592). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Erisa Partners, Inc. Pooled Employer Plan

If you had money in one of these plans

What these numbers are

Other employers in TN