# Erco Worldwide INC. 401(k) Plan
Source: https://planprovider.pro/companies/erco-worldwide-inc-401k-plan

> Erco Worldwide INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erco Worldwide INC.

- **Sponsor EIN:** 980388203

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 165

- **Total Assets:** $58.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|165|$58.1M|$1.7M|$2.0M|

| 2023|171|$55.5M|$1.7M|$1.9M|

| 2022|166|$47.1M|$1.5M|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$98,480|—|$98,480|

| CREATIVE PLANNING, INC.|Investment Advisor|—|$60,849|$60,849|

| VALENTI, RACKLEY & ASSO|Other Service Provider|$12,750|—|$12,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $172,079

- **Estimated Expense Ratio:** 0.296% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$111,230|—|$98,480|$12,750|—|

| 2023|$136,992|—|$127,752|$9,240|—|

| 2022|$148,915|—|$137,456|—|$11,459|

## Similar Plans

- [Chemtrade Holdco Us INC.](https://planprovider.pro/companies/chemtrade-holdco-us-inc-980385230-501) — 1,074 participants

- [Vision Profile Extrusions Usa Limited](https://planprovider.pro/companies/vision-profile-extrusions-usa-limited-401k-plan) — 217 participants

- [Igm Resins Usa INC.](https://planprovider.pro/companies/igm-resins-usa-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/erco-worldwide-inc-401k-plan)

© 2026 PlanProvider.Pro