401k Record

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Erie Indemnity 401(k)

Recordkeeping fees per participant · Erie Insurance Group Employee Savings Plan · plan year 2024

$38.94

Higher than 61% of the 790 plans over $1B that report it.

Source

= $298,715 / 7,672
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006094357NAL0001762403001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006094357NAL0001762403001, received 2025-10-06

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B 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 2025-10-06.

Cost and contributions

Administrative expenses excluding investment management, per participant

$39.48

10th: $9.43median $44.4790th: $97.55

Higher than 40% of the 1,045 plans over $1B that report it.

Source

= $302,915 / 7,672
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006094357NAL0001762403001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006094357NAL0001762403001, received 2025-10-06

Administrative expenses per participant

$39.48

10th: $24.33median $70.0390th: $174.36

Higher than 21% of the 1,076 plans over $1B that report it.

Source

= $302,915 / 7,672
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006094357NAL0001762403001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006094357NAL0001762403001, received 2025-10-06

Administrative expenses as a share of assets

0.022%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 21% of the 1,076 plans over $1B that report it.

Source

= $302,915 / $1,352,390,591
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006094357NAL0001762403001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006094357NAL0001762403001, received 2025-10-06

Employer contributions per participant

$2,734

10th: $1,442median $3,74490th: $8,760

Higher than 32% of the 1,135 plans over $1B that report it.

Source

= $20,975,922 / 7,672
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006094357NAL0001762403001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006094357NAL0001762403001, received 2025-10-06

Employer share of total contributions

26.8%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 28% of the 1,135 plans over $1B that report it.

Source

= $20,975,922 / $78,369,795
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006094357NAL0001762403001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006094357NAL0001762403001, received 2025-10-06

Plan terms, as stated in Erie Indemnity Company's SEC filings

Employer match

“We match 100% of the participant contributions up to 3% of compensation and 50% of participant contributions over 3% and up to 5% of compensation.”

Form 10-K filed 2026-02-23, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006094357NAL0001762403001, received 2025-10-06

Full record, Erie Insurance Group Employee Savings Plan

FieldValueSource
Plan sponsorERIE INDEMNITY COMPANYForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006094357NAL0001762403001, received 2025-10-06
Plan nameERIE INSURANCE GROUP EMPLOYEE SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251006094357NAL0001762403001, received 2025-10-06
Sponsor EIN / plan number25-0466020 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006094357NAL0001762403001, received 2025-10-06
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006094357NAL0001762403001, received 2025-10-06
Sponsor locationERIE, PAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006094357NAL0001762403001, received 2025-10-06
Industry (business code)524290, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006094357NAL0001762403001, received 2025-10-06
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006094357NAL0001762403001, received 2025-10-06
Filing received2025-10-06Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006094357NAL0001762403001, received 2025-10-06
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006094357NAL0001762403001, received 2025-10-06
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251006094357NAL0001762403001, received 2025-10-06
Participants, beginning of year7,674Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006094357NAL0001762403001, received 2025-10-06
Active participants6,803Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006094357NAL0001762403001, received 2025-10-06
Participants, end of year7,861Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006094357NAL0001762403001, received 2025-10-06
Participants with an account balance7,672Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006094357NAL0001762403001, received 2025-10-06
Total assets, beginning of year$1,179,611,944Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006094357NAL0001762403001, received 2025-10-06
Total assets, end of year$1,352,390,591Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006094357NAL0001762403001, received 2025-10-06
Net assets, end of year$1,352,390,568Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006094357NAL0001762403001, received 2025-10-06
Total income$281,230,727Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006094357NAL0001762403001, received 2025-10-06
Net income$172,799,679Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006094357NAL0001762403001, received 2025-10-06
Employer contributions$20,975,922Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006094357NAL0001762403001, received 2025-10-06
Participant contributions$49,633,138Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006094357NAL0001762403001, received 2025-10-06
Other contributions (incl. rollovers)$7,760,735Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006094357NAL0001762403001, received 2025-10-06
Total contributions$78,369,795Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006094357NAL0001762403001, received 2025-10-06
Benefit payments$108,102,298Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006094357NAL0001762403001, received 2025-10-06
Total expenses (incl. benefit payments)$108,431,048Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006094357NAL0001762403001, received 2025-10-06
Total administrative expenses$302,915Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006094357NAL0001762403001, received 2025-10-06
Contract administrator fees$4,200Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006094357NAL0001762403001, received 2025-10-06
Recordkeeping fees$298,715Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006094357NAL0001762403001, received 2025-10-06
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251006094357NAL0001762403001, received 2025-10-06
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006094357NAL0001762403001, received 2025-10-06
Administrative expenses excluding investment management$302,915derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006094357NAL0001762403001, received 2025-10-06
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251006094357NAL0001762403001, received 2025-10-06
Held in common/collective trusts$570,676,344Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006094357NAL0001762403001, received 2025-10-06
Held in mutual funds$651,638,002Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006094357NAL0001762403001, received 2025-10-06
Independent auditorMCGILL, POWER, BELL & ASSOCIATES, LSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006094357NAL0001762403001, received 2025-10-06

Position = column in the DOL layout for form year 2024. Filing 20251006094357NAL0001762403001, received 2025-10-06.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees $305,592yes

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 20251006094357NAL0001762403001, received 2025-10-06.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,179,611,944$1,352,390,59114.6%
Participants with a balance7,5407,6721.8%
Administrative expenses$288,937$302,9154.8%
Recordkeeping fees per participant$37.88$38.942.8%
Employer contributions$18,431,716$20,975,92213.8%

Prior filing 20240923141159NAL0015546448001, received 2024-09-23; the plan years are contiguous.

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Sponsor name as filed: ERIE INDEMNITY COMPANY; SEC registrant: ERIE INDEMNITY CO (CIK 922621, matched by EIN; display name from the Form 10-K cover).