Plan Snapshot
- Plan Sponsor: Erickson-Hall Holding Co.
- Sponsor EIN: 833284816
- Sponsor Address: 500 CORPORATE DR, ESCONDIDO, CA, 920291517
- Plan Type: DC
- Total Participants: 218
- Total Assets: $102.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 218 | $102.4M | $0 | $0 |
| 2024 | 199 | $86.9M | $0 | $0 |
| 2023 | 180 | $69.1M | $0 | $0 |
| 2022 | 143 | $49.5M | $676,608 | $0 |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $7,130 | $6,930 | — | — | — |
| 2024 | $4,063 | $3,838 | — | — | — |
| 2023 | $4,250 | — | — | — | — |
| 2022 | $746 | — | — | — | — |