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  2. Erdman, Anthony Holding Company, Inc.
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Filings through Oct 24, 2026.

Erdman, Anthony Holding Company, Inc.

EIN 16-1404980-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$74.9M assets
Health & Benefits
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
#001401(k)-$71.9M - 379 part#002ESOP-$3.0M - 96 part#504Fully insured-$182K - 250 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $74.9M assets / 475 participants

Assets by plan

Share of aggregate retirement assets

  • COMPANY, INC. 401(K) (#001)$71.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$3.0M
Total $74.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#001)379
  • EMPLOYEE STOCK OWNERSHIP (#002)96
Total 475Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$71.9M
Participants379
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ERDMAN ANTHONY PROFIT SHARING PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.0M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

ERDMAN ANTHONY WELFARE BENEFITS PLAN

Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$182K
Covered lives250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN401(k)$71.9M3792025
#002ERDMAN ANTHONY PROFIT SHARING PLAN AND EMPLOYEE STOCK OWNERSHIP PLANESOP$3.0M962025
  • ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN$71.9M
    #001 · 401(k) · 2025379
  • ERDMAN ANTHONY PROFIT SHARING PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN$3.0M
    #002 · ESOP · 202596

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504ERDMAN ANTHONY WELFARE BENEFITS PLANFully insuredSUN LIFE AND HEALTH INSURANCE COMPANY$182K2502025
  • ERDMAN ANTHONY WELFARE BENEFITS PLAN$182K
    #504 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY · 2025250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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