# Erie Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/erie-federal-credit-union-plan-003

> Erie Federal Credit Union's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erie Federal Credit Union

- **Sponsor EIN:** 250970927

- **Sponsor Address:** 3503 PEACH ST, ERIE, PA, 165082741

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

- **Total Participants:** 207

- **Total Assets:** $19.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|207|$19.8M|$1.1M|$460,159|

| 2023|194|$17.3M|$1.1M|$415,732|

| 2022|185|$14.3M|$929,270|$371,622|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|

| 2024|$88,110|$17,337|$60,371|—|—|

| 2023|$75,325|$14,850|$51,565|—|—|

| 2022|$70,900|$13,625|$57,275|—|—|

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