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Original filing (PDF)20250929121309NAL0010858929001
ERICKSON INCORPORATED
Form 5500
FILING_RECEIVED
ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
294
Accounts w/ balance
636
Plan assets (EOY)
$64.2M
Net assets (EOY)
$64.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERICKSON INCORPORATED.
Plan sponsor
Name
ERICKSON INCORPORATED
EIN
93-1307561
Address
3100 WILLOW SPRINGS ROAD · CENTRAL POINT, OR · 97502
Phone
(503) 819-2190
Industry
Transportation & Warehousingsee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $61K | — |
| RESOURCE INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | NONE | $56K | — |
| KBF CPA'S LLP | — | LAKE OSWEGO, OR | NONE | $6K | — |
Investments
27 direct securities · 1 pooled fund· $64.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$61.6M
27 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $10.9M | 17.0% | |
| Fidelity Investments Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $10.5M | 16.4% | |
| Fidelity Investments Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $8.5M | 13.3% | |
| Fidelity Investments Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $5.2M | 8.0% | |
| Fidelity Investments Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $4.6M | 7.1% | |
| Fidelity Investments Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $4.4M | 6.8% | |
| JPMorgan Large Cap Growth | — | — | — | $3.7M | 5.8% | |
| Fidelity Investments 500 Index Fund | — | — | — | $2.9M | 4.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.0% | |
| Fidelity Investments Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $1.9M | 3.0% | |
| Fidelity Investments Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $1.4M | 2.2% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $915K | 1.4% | |
| maturing through 2039) ‐ | — | — | — | $797K | 1.2% | |
| Voya Intermediate Bond Fund Class I | — | — | — | $767K | 1.2% | |
| Fidelity Investments Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $669K | 1.0% | |
| Fidelity Investments Freedom Index Income Fund Institutional Premium Class | — | — | — | $664K | 1.0% | |
| Various Self‐directed brokerage account | — | — | — | $594K | 0.9% | |
| Victory Sycamore Established Value Fund I | — | — | — | $588K | 0.9% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $556K | 0.9% | |
| JPMorgan Mid Cap Growth | — | — | — | $545K | 0.8% | |
| Janus Venture I | — | — | — | $402K | 0.6% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $274K | 0.4% | |
| MFS New Discovery Value Fund R6 | — | — | — | $195K | 0.3% | |
| T Rowe Price Overseas Stock Fund I | — | — | — | $162K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $152K | 0.2% | |
| American Century Emerging Markets R6 | — | — | — | $149K | 0.2% | |
| Fidelity Investments Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $108K | 0.2% | |
| T Rowe Price Government Money Fund | — | — | — | $38K | <0.1% |
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