Plan Snapshot
- Plan Sponsor: Eriez Manufacturing Co.
- Sponsor EIN: 250920693
- Sponsor Address: 2200 ASBURY ROAD, ERIE, PA, 165061440
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $94.7M
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 | 357 | $94.7M | $4.1M | $3.1M |
| 2023 | 348 | $86.0M | $2.8M | $2.9M |
| 2022 | 329 | $76.0M | $2.2M | $2.4M |
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, L | 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 |
|---|---|---|---|---|---|
| 2024 | $200,021 | $99,966 | $100,055 | — | — |
| 2023 | $240,853 | $99,967 | $140,886 | — | — |
| 2022 | $179,228 | $41,654 | $137,574 | — | — |