Plan Snapshot
- Plan Sponsor: Erie Management Group, LLC
- Sponsor EIN: 201336328
- Sponsor Address: 1540 EAST LAKE ROAD, ERIE, PA, 16511
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $10.1M
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. |
|---|---|---|---|---|
| 2024 | 124 | $10.1M | $310,668 | $593,290 |
| 2023 | 136 | $9.6M | $356,041 | $691,751 |
| 2022 | 166 | $8.2M | $392,711 | $760,154 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $30,479 | $27,413 | — | — | — |
| 2023 | $26,471 | $23,479 | — | — | — |
| 2022 | $28,844 | $2,615 | — | — | — |