Plan Snapshot
- Plan Sponsor: Erie Construction Mid-West, INC.
- Sponsor EIN: 341712631
- Sponsor Address: 3516 GRANITE CIRCLE, TOLEDO, OH, 43617
- Plan Type: 401(k)
- Total Participants: 1,076
- Total Assets: $12.1M
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 | 1,076 | $12.1M | $378,681 | $2.4M |
| 2023 | 992 | $9.7M | $89,310 | $1.8M |
| 2022 | 906 | $7.2M | $138,101 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $58,608 | — | $58,608 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $36,201 | — | $36,201 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,809
- Estimated Expense Ratio: 0.784% 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 | $87,061 | $28,453 | — | — | — |
| 2023 | $64,900 | $27,416 | — | — | — |
| 2022 | $64,717 | $30,353 | $34,364 | — | — |