Plan Snapshot
- Plan Sponsor: Erie Homes For Children And Adults, INC.
- Sponsor EIN: 250967472
- Sponsor Address: 226 EAST 27TH STREET, ERIE, PA, 16504
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 511 | $14.6M | $0 | $0 |
| 2024 | 503 | $13.9M | $0 | $0 |
| 2023 | 487 | $12.5M | $0 | $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 |
|---|---|---|---|---|
| MCGILL,POWER,BELL & ASSOCIATES, LLP | 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 | $85,843 | $6,884 | $17,173 | — | — |
| 2024 | $82,349 | — | $18,693 | — | — |
| 2023 | $71,798 | — | $71,798 | — | — |