Edfinancial Services, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edfinancial Services, LLC (EIN 205316278)
  • Plan Type: 401(k)
  • Total Participants: 1,385
  • Total Assets: $29.4M
  • Sponsor State: TN

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,385$29.4M$1.3M$1.2M
20231,362$23.8M$1.1M$1.0M
2022820$19.3M$911,377$869,520

Service Providers

  • BAKER TILLY US LLP — Accountant / Independent Qualified Public Accountant

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