A.C. Edwards, INC. Dba Edwards And Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: A.C. Edwards, INC. Dba Edwards And Company
  • Sponsor EIN: 110707930
  • Sponsor Address: 140 GREENE AVENUE, SAYVILLE, NY, 11782
  • Plan Type: 401(k)
  • Total Participants: 34
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$5.9M$104,740$470,468
202333$5.2M$112,687$471,512
202236$5.0M$116,289$457,173

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