# Eriez Manufacturing Co. 401(k) Plan
Source: https://planprovider.pro/companies/eriez-manufacturing-co-401k-plan

> Eriez Manufacturing Co.'s 401(k) plan: 357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$100,055|—|$100,055|

| BLUEPRINT FINANCIAL|INVESTMENT ADVISORY|$99,966|$34|$100,000|

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

### Verified Provider Profiles

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

- [BLUEPRINT FINANCIAL](https://planprovider.pro/provider/blueprint-financial-advisors) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $200,055

- **Estimated Expense Ratio:** 0.211% 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|$200,021|$99,966|$100,055|—|—|

| 2023|$240,853|$99,967|$140,886|—|—|

| 2022|$179,228|$41,654|$137,574|—|—|

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