Plan Snapshot
- Plan Sponsor: Edafio Technologies, LLC
- Sponsor EIN: 710855524
- Sponsor Address: 5400 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR, 72118
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $10.5M | $440,680 | $792,327 |
| 2023 | 108 | $8.6M | $442,019 | $781,356 |
| 2022 | 107 | $6.5M | $630,159 | $640,208 |
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 |
|---|---|---|---|---|
| MERIDAN MANAGEMENT COMPANY | Investment Advisor | $32,802 | — | $32,802 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,552 | — | $17,552 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,921 | — | $5,921 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,275
- Estimated Expense Ratio: 0.538% of plan assets
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 | $52,828 | $38,723 | — | — | — |
| 2023 | $41,537 | $24,821 | $16,716 | — | — |
| 2022 | $42,007 | $27,406 | $14,601 | — | — |