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Sponsor portfolio

ERDMAN, ANTHONY HOLDING COMPANY, INC.

EIN 16-1404980-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$74.9M assets
Welfare
1
$182K premiums
Participants
725
145 CULVER ROAD SUITE 200 - ROCHESTER, NY 14620585-427-8888LinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001401k-$71.9M - 379 part#002ESOP-$3.0M - 96 part#504Fully Insured-$182K - 250 lives

Retirement portfolio analytics

2 plans aggregated / $74.9M assets / 475 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • COMPANY, INC. 401(K) (#001)96%
  • EMPLOYEE STOCK OWNERSHIP (#002)4%
Total $74.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#001)379
  • EMPLOYEE STOCK OWNERSHIP (#002)96
Total 475Click row to drill in

Benefits portfolio analytics

1 plan / $182K premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$166K
  • Life$162K
  • Short-term disability$162K
  • Long-term disability$162K
  • Vision$16K
Total $182K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA89%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • EMPLOYEE NETWORK, INC.2%
Total $182K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONSILIARIUM GROUP LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN

401k

Assets$71.9M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERDMAN ANTHONY PROFIT SHARING PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.0M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ERDMAN ANTHONY WELFARE BENEFITS PLAN

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$182K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN401k$71.9M3792025
002ERDMAN ANTHONY PROFIT SHARING PLAN AND EMPLOYEE STOCK OWNERSHIP PLANESOP$3.0M962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ERDMAN ANTHONY WELFARE BENEFITS PLANFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY$182K2502025
Retirement plans
Welfare plans
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