Plan Snapshot
- Plan Sponsor: Ed Martin East, INC.
- Sponsor EIN: 351591878
- Sponsor Address: 770 NORTH SHADELAND AVENUE, INDIANAPOLIS, IN, 46219
- Plan Type: 401(k)
- Total Participants: 664
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 664 | $35.0M | $2.8M | $801,597 |
| 2023 | 662 | $29.8M | $697,967 | $2.6M |
| 2022 | 578 | $24.4M | $699,043 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,061 | $45,643 | — | — | — |
| 2023 | $47,284 | $38,910 | — | — | — |
| 2022 | $43,521 | $37,311 | — | — | — |