# Erickson Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/erickson-incorporated-401k-plan

> Erickson Incorporated's 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erickson Incorporated

- **Sponsor EIN:** 931307561

- **Sponsor Address:** 3100 WILLOW SPRINGS ROAD, CENTRAL POINT, OR, 97502

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

- **Total Participants:** 294

- **Total Assets:** $64.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|294|$64.2M|$896,327|$3.2M|

| 2023|498|$67.5M|$1.2M|$3.8M|

| 2022|525|$59.1M|$1.1M|$3.5M|

## 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|

| KBF CPAS - AUDIT, LLP|Auditor|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,000

- **Estimated Expense Ratio:** 0.009% 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|$123,683|—|—|$6,000|—|

| 2023|$123,496|—|—|$8,000|—|

| 2022|$169,409|—|—|—|$63,300|

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