Plan Snapshot
- Plan Sponsor: Erie International Group, LLC
- Sponsor EIN: 260233531
- Sponsor Address: 2701 EAST 100TH STREET, CHICAGO, IL, 60617
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $3.1M
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 | 97 | $3.1M | $42,889 | $165,949 |
| 2023 | 69 | $2.7M | $43,949 | $148,863 |
| 2022 | 65 | $2.4M | $61,744 | $119,558 |
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 |
|---|---|---|---|---|
| O'NEILL & GASPARDO LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'NEILL & GASPARDO LLC — Independent 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 | — | — | — | — | — |
| 2023 | $5,656 | — | $5,656 | — | — |
| 2022 | $8,006 | — | $8,006 | — | — |