Edgar & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edgar & Associates, INC.
  • Sponsor EIN: 943278416
  • Sponsor Address: 1822 21ST ST, SACRAMENTO, CA, 958116812
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $2.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$2.1M$46,384$74,200
20238$1.8M$0$127,050
20226$1.5M$23,323$52,263

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