Plan Snapshot
- Plan Sponsor: Erdman, Anthony Holding Company, INC.
- Sponsor EIN: 161404980
- Sponsor Address: 145 CULVER ROAD SUITE 200, ROCHESTER, NY, 14620
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $64.3M
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 | 252 | $64.3M | $572,413 | $2.2M |
| 2023 | 250 | $57.3M | $412,712 | $2.2M |
| 2022 | 260 | $51.0M | $390,030 | $2.0M |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | OTHER | $66,636 | — | $66,636 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,861 | — | $10,861 |
| MENGEL, METZGER, BARR & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,497
- Estimated Expense Ratio: 0.120% 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 | $81,627 | $10,861 | — | — | — |
| 2023 | $69,691 | $8,107 | — | — | — |
| 2022 | $69,714 | — | $69,714 | — | — |