# Erie Indemnity Company 401(k) Plan
Source: https://planprovider.pro/companies/erie-indemnity-company-401k-plan

> Erie Indemnity Company's 401(k) plan: 6,803 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erie Indemnity Company

- **Sponsor EIN:** 250466020

- **Sponsor Address:** 100 ERIE INSURANCE PLACE, ERIE, PA, 16530

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

- **Total Participants:** 6,803

- **Total Assets:** $1.4B

## 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:** Yes

## Plan Financials by Year

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

| 2024|6,803|$1.4B|$21.0M|$49.6M|

| 2023|6,484|$1.2B|$18.4M|$43.8M|

| 2022|5,972|$980.1M|$16.7M|$40.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$305,592|—|$305,592|

| MCGILL, POWER, BELL & ASSOCIATES, L|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $305,592

- **Estimated Expense Ratio:** 0.023% 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|$302,915|—|$4,200|—|—|

| 2023|$288,937|—|$3,300|—|—|

| 2022|$314,598|—|—|—|—|

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