Company Information

Get to know ERISA360.com / ERISA Data Resources, Inc.

ERISA Data Resources, Inc., operating as ERISA360.com, is a data and software company that provides financial professionals with access to the entire 401(k) and 403(b) marketplace. Their SaaS platform aggregates and synthesizes Department of Labor Form 5500 disclosure data, allowing users such as financial advisors, wholesalers, and investment managers to search, analyze, and identify new business opportunities within nearly one million ERISA-qualified retirement plans across the United States. The company's mission is to empower retirement plan professionals to be more competitive and efficient by delivering high-quality data and powerful analytical tools.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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ERISA360.com / ERISA Data Resources, Inc.

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.