Erie Materials, Inc. Profit Sharing & 401(k) Plan
Sponsored by Erie Materials, Inc. · EIN 150528388 · Plan #001 · Syracuse, NY
- Total assets
- $87.7M
- Net assets
- $87.7M
- Active participants
- 389
- With balances
- 449
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust Fee Collections | Consulting (general) | $81,151 |
| Firley Moran Freer And Eassa, Cpa, | Accounting | $16,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,294 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$123,589 |