# Erie Construction Mid-West, INC. 401(k) Plan
Source: https://planprovider.pro/companies/erie-construction-mid-west-inc-401k-plan

> Erie Construction Mid-West, INC.'s 401(k) plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|—|—|

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