Erg Employee 401(K) Plan — Form 5500 plan (Erg Holding Company, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Erg Employee 401(K) Plan is a benefit plan reported by Erg Holding Company, LLC under EIN 46-5178087 and plan number 001. The latest loaded filing year is 2023. The filing reports 672 participants and $16,054,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Erg Holding Company, LLC
EIN
46-5178087
Plan number
001
Plan type
2
Location
New Providence, NJ
Latest filing year
2023
Participants
672
End-of-year plan assets
$16,054,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023672H, C20241014153333NAL0015219283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,054,619
Total liabilities (EOY)
$0
Net assets (EOY)
$16,054,619
Net assets (BOY)
$10,334,020

Income & contributions

Employer contributions
$1,397,946
Participant contributions
$2,533,112
Total contributions
$5,253,849
Total income / additions
$7,390,629

Expenses & distributions

Benefits paid
$1,589,442
Administrative expenses
$80,588
Total expenses
$1,670,030
Net increase / (decrease)
$5,720,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$62,732$02023
Mariner LLCADVISOR$7,828not reported in the loaded dataset2023
Atcap Partners LLCADVISOR$5,930not reported in the loaded dataset2023

Related Form 5500 pages