Employers › Erickson
Recordkeeping fees per participant · Erickson Incorporated 401(k) Profit Sharing Plan · plan year 2024
$95.76
Higher than 71% of the 5,847 plans $50 to 250M that report it.
= $60,905 / 636
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929121309NAL0010858929001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121309NAL0010858929001, received 2025-09-29
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.
Administrative expenses excluding investment management, per participant
$194.47
Higher than 84% of the 8,758 plans $50 to 250M that report it.
= $123,683 / 636
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929121309NAL0010858929001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121309NAL0010858929001, received 2025-09-29
Administrative expenses per participant
$194.47
Higher than 69% of the 9,042 plans $50 to 250M that report it.
= $123,683 / 636
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121309NAL0010858929001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121309NAL0010858929001, received 2025-09-29
Administrative expenses as a share of assets
0.193%
Higher than 67% of the 9,049 plans $50 to 250M that report it.
= $123,683 / $64,165,743
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121309NAL0010858929001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929121309NAL0010858929001, received 2025-09-29
Employer contributions per participant
$1,409
Higher than 19% of the 9,105 plans $50 to 250M that report it.
= $896,327 / 636
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121309NAL0010858929001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121309NAL0010858929001, received 2025-09-29
Employer share of total contributions
22.0%
Higher than 25% of the 9,112 plans $50 to 250M that report it.
= $896,327 / $4,080,237
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121309NAL0010858929001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929121309NAL0010858929001, received 2025-09-29
Plan terms are described in Erickson Incorporated's SEC filings: Form 10-K filed 2016-03-10. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929121309NAL0010858929001, received 2025-09-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ERICKSON INCORPORATED | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Plan name | ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Sponsor EIN / plan number | 93-1307561 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Sponsor location | CENTRAL POINT, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Participants, beginning of year | 778 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Active participants | 294 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Participants, end of year | 668 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Participants with an account balance | 636 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total assets, beginning of year | $67,510,200 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total assets, end of year | $64,165,743 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Net assets, end of year | $64,165,743 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total income | $12,147,797 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Net income | $-3,344,457 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Employer contributions | $896,327 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Participant contributions | $3,161,786 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $22,124 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total contributions | $4,080,237 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Benefit payments | $15,368,571 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $15,492,254 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Total administrative expenses | $123,683 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Recordkeeping fees | $60,905 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| IQPA audit fees | $6,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Administrative expenses excluding investment management | $123,683 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Held in common/collective trusts | $2,581,823 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Held in mutual funds | $60,193,211 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929121309NAL0010858929001, received 2025-09-29 |
| Independent auditor | KBF CPAS - AUDIT, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929121309NAL0010858929001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929121309NAL0010858929001, received 2025-09-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 33 Securities brokerage; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $60,905 | yes |
| RESOURCE INVESTMENT ADVISORS LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $56,000 | no |
| KBF CPA'S LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $6,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929121309NAL0010858929001, received 2025-09-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $67,510,200 | $64,165,743 | -5.0% |
| Participants with a balance | 749 | 636 | -15.1% |
| Administrative expenses | $123,496 | $123,683 | 0.2% |
| Recordkeeping fees per participant | $79.06 | $95.76 | 21.1% |
| Employer contributions | $1,190,687 | $896,327 | -24.7% |
Prior filing 20241009115215NAL0010576051001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: ERICKSON INCORPORATED; SEC registrant: ERICKSON INC. (CIK 1490165, matched by EIN).