Plan Snapshot
- Plan Sponsor: Ermco, INC.
- Sponsor EIN: 351071084
- Sponsor Address: 1625 WEST THOMPSON ROAD, INDIANAPOLIS, IN, 46217
- Plan Type: DC
- Total Participants: 121
- Total Assets: $151.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $151.4M | $2.8M | $0 |
| 2023 | 113 | $89.7M | $2.0M | $0 |
| 2022 | 110 | $65.6M | $1.7M | $0 |
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 |
|---|---|---|---|---|
| GBQ | VALUATION SERVICES | $61,082 | — | $61,082 |
| PRINCIPAL LIFE INSURANCE | PLAN ADMINISTRATOR | $12,584 | — | $12,584 |
| SHEPHERD FINANCIAL | INVESTMENT MANAGEMENT | $8,698 | — | $8,698 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL — INVESTMENT MANAGEMENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,364
- Estimated Expense Ratio: 0.054% 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 | $64,408 | $47,740 | $12,584 | — | — |
| 2023 | $55,875 | $40,870 | $10,203 | — | — |
| 2022 | $52,480 | $39,102 | $12,472 | — | $866 |