Plan Snapshot
- Plan Sponsor: Edens Realty, INC.
- Sponsor EIN: 582327871
- Sponsor Address: 1221 MAIN STREET STE 1000, COLUMBIA, SC, 292013255
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 284
- Total Assets: $81.4M
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. |
|---|---|---|---|---|
| 2025 | 284 | $81.4M | $0 | $0 |
| 2024 | 209 | $71.2M | $2.3M | $2.9M |
| 2023 | 199 | $62.4M | $1.2M | $2.8M |
| 2022 | 208 | $53.8M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $88,987 | — | $88,987 |
| REGIONS BANK | Investment Advisor | $23,389 | $4 | $23,393 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,380
- Estimated Expense Ratio: 0.138% 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 |
|---|---|---|---|---|---|
| 2025 | $3,631,699 | — | $112,376 | — | — |
| 2024 | $101,345 | $15,694 | $85,651 | — | — |
| 2023 | $81,096 | — | $81,096 | — | — |
| 2022 | $88,216 | — | $77,429 | — | $10,787 |