Karen Thomas signed Erie Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Erie Management Group, LLC's EIN is 20-1336328.
Download the official 2024 Form 5500 (PDF) for Erie Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Erie Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CNB BANK | 25-6032009 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund – Class K | Mutual Funds | — | — | $1.2M | 12.2% | |
| Fidelity Freedom 2055 Fund – Class K | Mutual Funds | — | — | $1.1M | 11.0% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $1.0M | 10.3% | |
| Fidelity Freedom 2045 Fund – Class K | Mutual Funds | — | — | $912K | 9.1% | |
| Fidelity Freedom 2025 Fund – Class K | Mutual Funds | — | — | $749K | 7.5% | |
| Fidelity Freedom 2050 Fund – Class K | Mutual Funds | — | — | $690K | 6.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $488K | 4.9% | |
| Fidelity Freedom 2040 Fund – Class K | Mutual Funds | — | — | $386K | 3.8% | |
| Fidelity Freedom 2035 Fund – Class K | Mutual Funds | — | — | $374K | 3.7% | |
| Fidelity Freedom 2060 Fund – Class K | Mutual Funds | — | — | $346K | 3.4% | |
| Participant Loans * Plan participants ** Notes with various maturity dates through July 2034; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $259K | 2.6% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $253K | 2.5% | |
| Fidelity Freedom 2020 Fund – Class K | Mutual Funds | — | — | $237K | 2.4% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $237K | 2.4% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $215K | 2.1% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $159K | 1.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $157K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $143K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $140K | 1.4% | |
| Fidelity Freedom 2010 Fund – Class K 27 * Fidelity Freedom 2015 Fund – Class K | Mutual Funds | — | — | $128K | 1.3% | |
| Allspring Special Mid Cap Value Fund - Class Admin | Other securities | — | — | $108K | 1.1% | |
| Fidelity Freedom 2070 Fund – Class K 353 Allspring Special Small Cap Value Fund - Class Admin | Mutual Funds | — | — | $105K | 1.0% | |
| Fidelity Freedom 2065 Fund – Class K | Mutual Funds | — | — | $104K | 1.0% | |
| MFS Mid Cap Growth Fund Class R3 | Mutual Funds | — | — | $100K | 1.0% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $91K | 0.9% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $87K | 0.9% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $83K | 0.8% | |
| Invesco Diversified Dividend R5 | Mutual Funds | — | — | $74K | 0.7% | |
| s * Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Freedom Income Fund – Class K | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
