Eriks North America Retirement Savings Plan — Form 5500 plan (Eriks Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eriks North America Retirement Savings Plan is a benefit plan reported by Eriks Corporation under EIN 46-4585115 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,472 participants and $77,028,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eriks Corporation
EIN
46-4585115
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
1,472
End-of-year plan assets
$77,028,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,472H, C20241011100323NAL0022536017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,028,331
Total liabilities (EOY)
$0
Net assets (EOY)
$77,028,331
Net assets (BOY)
$96,956,525

Income & contributions

Employer contributions
$1,668,346
Participant contributions
$4,676,949
Total contributions
$7,214,426
Total income / additions
$21,017,431

Expenses & distributions

Benefits paid
$23,971,752
Administrative expenses
$164,925
Total expenses
$24,136,677
Net increase / (decrease)
-$3,119,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCADVISOR$85,631not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$79,294$02023

Related Form 5500 pages