Erdman, Anthony Holding 401(k) match, vesting and fees
What Erdman, Anthony Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Mengel, Metzger, Barr & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Erdman, Anthony Holding: employer contribution per participant | $1,814 | |
| Peer median | $2,719 |
| Erdman, Anthony Holding: average balance | $206,519 | |
| Peer median | $85,424 |
| Erdman, Anthony Holding: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.8M at the end of plan year 2021 to $71.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 379 | $71.9M | $631K | $1,814 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 386 | $64.3M | $572K | $1,761 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 391 | $57.3M | $413K | $1,247 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 411 | $51M | $390K | $1,134 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 385 | $63.8M | $355K | $1,045 | 0.12% | Not published | Form 5500 ↗ |
Other Erdman, Anthony Holding plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Erdman Anthony Profit Sharing Plan and Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Erdman, Anthony Holding match 401(k) contributions?
The match terms for the Erdman, Anthony Holding Company, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $631K in employer contributions, about $1,814 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Erdman, Anthony Holding 401(k) match vested?
The vesting schedule for the Erdman, Anthony Holding Company, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Erdman, Anthony Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Life & Annuity Insurance Co. The plan administrator is Erdman, Anthony Holding Company, Inc..
I left Erdman, Anthony Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Erdman, Anthony Holding Company, Inc., (585) 427-8888) or the recordkeeper, Empower Life & Annuity Insurance Co. The Erdman, Anthony Holding old 401(k) page lists the contacts from every plan filing. Find an old Erdman, Anthony Holding 401(k)
Data from the public Form 5500 annual reports Erdman, Anthony Holding filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Erdman, Anthony Holding. Not financial advice. Report a correction · Methodology