Erstad & Company
Boise, ID
Erstad & Company of Boise, ID is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $111,204 in reported broker commissions (plan year 2025).
Quick answer
Erstad & Company (Boise, ID) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Erstad & Company have?
- Erstad & Company is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Erstad & Company's largest employer clients?
- By plan participants, the largest include Trace Inc (714 participants).
- How much does Erstad & Company earn in commissions?
- Insurers reported $111,204 in broker commissions and $16,995 in fees paid to Erstad & Company for plan year 2025, per Schedule A Part 1.
- Where is Erstad & Company located?
- Erstad & Company is based in Boise, ID.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Erstad & Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Trace Inc | ID | 714 | 2025-12-31 |
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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.