Plan Snapshot
- Plan Sponsor: Edco Products, Incorporated
- Sponsor EIN: 410642775
- Sponsor Address: 8700 EXCELSIOR BOULEVARD, HOPKINS, MN, 55343
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 202 | $34.8M | $2.1M | $930,016 |
| 2023 | 203 | $31.9M | $2.0M | $877,165 |
| 2022 | 181 | $27.3M | $1.6M | $778,741 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $30,356 | — | $30,356 |
| STANCORP FINANCIAL GROUP | NONE | $26,797 | — | $26,797 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- STANCORP FINANCIAL GROUP — NONE
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,153
- Estimated Expense Ratio: 0.164% 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 | $45,947 | -$30,356 | $76,303 | — | — |
| 2023 | $45,003 | — | $45,003 | — | — |
| 2022 | $25,841 | — | $25,841 | — | — |