# Ermco, INC. DC Plan
Source: https://planprovider.pro/companies/ermco-inc-plan-004

> Ermco, INC.'s DC plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — 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|

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