Plan Ledger DOL Form 5500 · updated monthly

Erdman Anthony401(k)

ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Erdman Anthony reported $81,627 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,271 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,139th-largest of 5,648 plans among New York employers on file, and the 2,223rd of 11,654 in professional & technical services. In 2024, employees put in $3.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,310,201
Participants with balances325
Active participants252
Employer contributions$572,413
Employee contributions$2,193,048
Employer contribution per active participant$2,271
Average account balance$197,878
Benefits paid to participants$3,878,380
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$64.3M · 325 accts · $572K emplr
2023$57.3M · 331 accts · $413K emplr
2022$51.0M · 344 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,053
Investment management$10,861
Total administrative$81,627
The Erdman Anthony 401(k) match · 2024
Employer contribution per active participant$2,271
Median for plans this size$3,635
2024$2,271 per active participant
2023$1,651 per active participant
2022$1,500 per active participant

Erdman Anthony's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ACEC RETIREMENT TRUST$66,636
EMPOWER ADVISORY GROUP, LLC · Investment management$10,861

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$81,627 · 0.13%
2023$69,691 · 0.13%
2022$69,714 · 0.12%
All plans at this employer2
ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN401(k)
ERDMAN ANTHONY PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 161404980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.