# Erie Neighborhood House 401(k) Plan
Source: https://planprovider.pro/companies/erie-neighborhood-house-401k-plan

> Erie Neighborhood House's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erie Neighborhood House

- **Sponsor EIN:** 363043253

- **Sponsor Address:** 1701 W. SUPERIOR ST., CHICAGO, IL, 60622

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

- **Total Participants:** 164

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|164|$5.1M|$148,393|$301,748|

| 2023|159|$4.3M|$121,357|$254,556|

| 2022|134|$3.6M|$114,658|$241,230|

## 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|

| DUBUQUE BANK & TRUST COMPANY|NONE|$18,380|—|$18,380|

| FARO ADVISORY|INVESTMENT ADVISORY|$15,827|—|$15,827|

| SASSETTI LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SASSETTI LLC](https://planprovider.pro/provider/sassetti-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,207

- **Estimated Expense Ratio:** 0.670% 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|$38,834|$15,827|$18,380|—|—|

| 2023|$29,332|$3,248|$18,341|—|—|

| 2022|$32,760|$32,760|—|—|—|

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