Investment adviser · CRD 108533

ERISA PLAN SERVICES INC

Investment adviser filing (IA)

· Form ADV filed Jun 26, 2012

Regulatory AUM
$32.2M
Form ADV · Item 5.F
Client accounts
180
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2012. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

CRD 108533

Filing source

Form ADV 655876 · Jun 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.