Original filing (PDF)20260121100304NAL0004265779001

ERIE INDEPENDENCE HOUSE

Name: ERIE INDEPENDENCE HOUSE — ERIE INDEPENDENCE HOUSE RETIREMENT PLAN, Form 5500 (2024)
Creator: ERIE INDEPENDENCE HOUSE

Form 5500-SF

FILING_RECEIVED

ERIE INDEPENDENCE HOUSE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIE INDEPENDENCE HOUSE.

Plan sponsor

Name

ERIE INDEPENDENCE HOUSE

EIN

23-7439432

Address

1611 PEACH STREET · SUITE 145 · ERIE, PA · 16501

Phone

(814) 461-9188

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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