How big is The Eric Ryan Corporation's plan?

The Eric Ryan Corporation's plan reported $1.3M in assets and 108 participants for 2022.

Original filing (PDF)20231016135619NAL0050916096001

The Eric Ryan Corporation

Name: The Eric Ryan Corporation — The Eric Ryan, Form 5500 (2022)
Creator: The Eric Ryan Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Eric Ryan Corporation 401(k) Plan

401(k) retirement plan · The Eric Ryan Corporation's The Eric Ryan Corporation 401(k) Plan held $1.3M in plan assets for 108 participants in 2022, with Ascensus as recordkeeper.

Signals · 5

Late participant contributionsPossibly inadequate fidelity bond26% in single holding71% employer stockCorrective distributions issued

Active participants

108

Accounts w/ balance

100

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mary Decaria signed The Eric Ryan Corporation's 2022 Form 5500 as plan administrator.

Mary Decaria — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Eric Ryan Corporation's EIN is 25-1744565.

EIN 25-1744565

Plan number 001

Plan year 2022

ACK ID 20231016135619NAL0050916096001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Eric Ryan Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Eric Ryan Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ERIC RYAN CORPORATION.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 28K (9% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

THE ERIC RYAN CORPORATION

EIN

all filings

Address

PO BOX 473 · 1 EARLY STREET, SUITE A · ELLWOOD CITY, PA · 16117

Phone

(724) 758-2923

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$405	—

Investments

37 direct securities· $1.3M(100% of reported assets)

Common Stocks

$928K

13 holdings

Mutual Funds

$201K

17 holdings

Common Collective Trusts

$173K

4 holdings

Other securities

$5K

2 holdings

Pooled Separate Accounts

$3K

1 holding

					% of plan
Ascensus Trust Company BlackRock LifePath Index 2050 Fund P	Common Stocks	—	—	$348K	26.6%
Ascensus Trust Company BlackRock LifePath Index 2030 Fund P	Common Stocks	—	—	$228K	17.4%
Ascensus Trust Company BlackRock LifePath Index 2040 Fund P	Common Stocks	—	—	$198K	15.1%
Ascensus Trust Company iShares Russell 2000 SmCap Ind Instl ** 83 * Ascensus Trust Company iShares S&P 500 Index Fund P	Common Collective Trusts	—	—	$106K	8.1%
Ascensus Trust Company BlackRock LifePath Index Retirement Fund	Common Stocks	—	—	$73K	5.6%
Ascensus Trust Company iShares S&P 500 Index Instl	Common Collective Trusts	—	—	$35K	2.6%
Ascensus Trust Company American Funds Growth Fund of Amer R4	Mutual Funds	—	—	$34K	2.6%
Ascensus Trust Company iShares Russell 2000 Small Cap Index	Common Collective Trusts	—	—	$32K	2.4%
Ascensus Trust Company American Funds Trgt Date Ret 2030 R4	Mutual Funds	—	—	$22K	1.7%
Ascensus Trust Company American Funds Fundamental Inv R4	Mutual Funds	—	—	$20K	1.5%
Ascensus Trust Company American Funds Trgt Date Ret 2035 R6	Mutual Funds	—	—	$18K	1.4%
Ascensus Trust Company American Funds SMALLCAP World R4	Mutual Funds	—	—	$17K	1.3%
Ascensus Trust Company American Funds New Perspective R4	Mutual Funds	—	—	$17K	1.3%
Ascensus Trust Company BlackRock Advantage Small Cap Core Inv A	Common Stocks	—	—	$15K	1.1%
Ascensus Trust Company BlackRock Advantage International Inv A	Common Stocks	—	—	$14K	1.1%
Ascensus Trust Company BlackRock LifePath Index 2030 Instl	Common Stocks	—	—	$13K	1.0%
Ascensus Trust Company American Funds AMCAP R4 ** 27 * Ascensus Trust Company American Funds Bond Fund of Amer R4	Mutual Funds	—	—	$12K	0.9%
Ascensus Trust Company American Funds Interm Bd Fd of Amer R4	Mutual Funds	—	—	$12K	0.9%
Ascensus Trust Company BlackRock Advantage Large Cap Core Inv A	Common Stocks	—	—	$12K	0.9%
Ascensus Trust Company BlackRock 60/40 Target Alloc Inv A ** 635 * Ascensus Trust Company BlackRock Advantage CoreAlpha Bond A	Common Stocks	—	—	$9K	0.7%
Ascensus Trust Company American Funds Capital Inc Bldr R4	Mutual Funds	—	—	$9K	0.7%
Ascensus Trust Company iShares MSCI EAFE International Index	Common Stocks	—	—	$8K	0.6%
Ascensus Trust Company American Funds Washington Mutual R4	Mutual Funds	—	—	$8K	0.6%
Ascensus Trust Company American Funds Trgt Date Ret 2050 R4	Mutual Funds	—	—	$7K	0.5%
Ascensus Trust Company American Funds Intl Gr & Inc R4	Mutual Funds	—	—	$6K	0.5%
American Funds U.S. Govt Money Mkt R4 American Funds 0	Mutual Funds	—	—	$6K	0.4%
Ascensus Trust Company American Funds New World R4	Mutual Funds	—	—	$5K	0.3%
Ascensus Trust Company BlackRock Advantage International Instl	Common Stocks	—	—	$4K	0.3%
Ascensus Trust Company American Funds U.S. Govt Money Mkt R4	Mutual Funds	—	—	$4K	0.3%
Ascensus Trust Company BlackRock LifePath Index 2040 Instl	Common Stocks	—	—	$4K	0.3%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	0.2%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	0.2%
During the plan year: Yes No Amount a	Other securities	—	—	$3K	0.2%
Ascensus Trust Company American Funds Trgt Date Ret 2060 R4	Mutual Funds	—	—	$2K	0.2%
Ascensus Trust Company BlackRock Advantage Small Cap Core Instl	Common Stocks	—	—	$2K	0.1%
Ascensus Trust Company American Funds Trgt Date Ret 2040 R4	Mutual Funds	—	—	$2K	0.1%
Blackrock Summit Cash Reserves Inv A BlackRock 0 756 iShares Russell 2000 SmCap Ind Instl iShares 0 83 Blackrock Summit Cash Reserve I BlackRock 0	Common Collective Trusts	—	—	$1K	<0.1%