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Benefits Intelligence/Broker Directory/Texas

Erp Southwest LLC D.B.A Erp Retirem

Katy, TX

Erp Southwest LLC D.B.A Erp Retirem of Katy, TX is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$23,509

Quick answer

Erp Southwest LLC D.B.A Erp Retirem (Katy, TX) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Erp Southwest LLC D.B.A Erp Retirem have?
Erp Southwest LLC D.B.A Erp Retirem is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Erp Southwest LLC D.B.A Erp Retirem's largest employer clients?
By plan participants, the largest include Faithful Companion Memorials Inc (254 participants), Leppink'S, Inc. (195 participants) and Mayville State Bank (19 participants).
Where is Erp Southwest LLC D.B.A Erp Retirem located?
Erp Southwest LLC D.B.A Erp Retirem is based in Katy, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Erp Southwest LLC D.B.A Erp Retirem on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Faithful Companion Memorials IncMI2542025-12-31
Leppink'S, Inc.MI1952025-12-31
Mayville State BankMI192025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.