Back to filter
Original filing (PDF)20251013070827NAL0001386208001
ERIE MATERIALS, INC.
Form 5500
FILING_RECEIVED
ERIE MATERIALS, INC. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
389
Accounts w/ balance
449
Plan assets (EOY)
$87.7M
Net assets (EOY)
$87.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIE MATERIALS, INC..
Plan sponsor
Name
ERIE MATERIALS, INC.
EIN
15-0528388
Address
P.O. BOX 476 · SYRACUSE, NY · 13211
Phone
(315) 455-5292
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FIRLEY, MORAN, FREER & EASSA,CPA,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$124K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST FEE COLLECTIONS | 16-1486454 | — | BROKER | $81K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRLEY MORAN FREER AND EASSA, CPA, | 16-1148763 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
31 direct securities· $84.9M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund Registered Investment Companies | — | — | — | $14.6M | 16.6% | |
| Fidelity Freedom 2040 Fund Registered Investment Companies | — | — | — | $12.1M | 13.8% | |
| JP Morgan Large Cap Growth Fund Class R6 Registered Investment Companies | — | — | — | $8.0M | 9.1% | |
| Money Market Funds Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market | — | — | — | $7.9M | 9.0% | |
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $7.6M | 8.7% | |
| Fidelity Freedom 2025 Fund Registered Investment Companies | — | — | — | $7.1M | 8.1% | |
| Fidelity Freedom 2050 Fund Registered Investment Companies | — | — | — | $4.8M | 5.4% | |
| Diamond Hill Large Cap Fund Class I Registered Investment Companies | — | — | — | $2.9M | 3.3% | |
| Fidelity Freedom 2035 Fund Registered Investment Companies | — | — | — | $2.6M | 3.0% | |
| Fidelity International Index Fund Registered Investment Companies | — | — | — | $2.1M | 2.4% | |
| Vanguard Intermediate - Term Bond Index Fund Admiral Shares Registered Investment Companies | — | — | — | $1.9M | 2.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Registered Investment Companies | — | — | — | $1.6M | 1.8% | |
| Fidelity Freedom 2020 Fund Registered Investment Companies | — | — | — | $1.5M | 1.8% | |
| Fidelity Freedom 2010 Fund Registered Investment Companies | — | — | — | $1.3M | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Companies | — | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2060 Fund Registered Investment Companies | — | — | — | $1.0M | 1.2% | |
| Fidelity Strategic Income Fund Registered Investment Companies | — | — | — | $840K | 1.0% | |
| Receivables--notes from participants 5.25% - 10.50% | — | — | — | $825K | 0.9% | |
| Fidelity Freedom 2045 Fund Registered Investment Companies | — | — | — | $812K | 0.9% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund Registered Investment Companies | — | — | — | $713K | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Registered Investment Companies | — | — | — | $669K | 0.8% | |
| Vanguard Value Index Fund Admiral Shares Registered Investment Companies | — | — | — | $625K | 0.7% | |
| Fidelity Freedom 2055 Fund Registered Investment Companies | — | — | — | $497K | 0.6% | |
| Fidelity Freedom 2065 Fund Registered Investment Companies | — | — | — | $371K | 0.4% | |
| Registered Investment Companies American Funds New World Fund Registered Investment Companies | — | — | — | $371K | 0.4% | |
| Vanguard Small Cap Index Fund Admiral Shares Registered Investment Companies | — | — | — | $169K | 0.2% | |
| WCM Focused International Growth Fund Institutional Class Registered Investment Companies | — | — | — | $150K | 0.2% | |
| Fidelity Government Money Market Fund – Premium Class Money Market | — | — | — | $103K | 0.1% | |
| Fidelity Freedom 2070 Fund Registered Investment Companies 287 * Fidelity Freedom Income Fund Registered Investment Companies | — | — | — | $100K | 0.1% | |
| Principal Funds SmallCap R6 Fund Registered Investment Companies | — | — | — | $95K | 0.1% | |
| Fidelity International Small Cap Fund Registered Investment Companies | — | — | — | $46K | <0.1% |