Plan Snapshot
- Plan Sponsor: Edgar Snyder & Associates, LLC
- Sponsor EIN: 232892625
- Sponsor Address: 225 NORTH SHORE DRIVE, PITTSBURGH, PA, 15212
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $17.2M
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 | 116 | $17.2M | $141,107 | $1.0M |
| 2023 | 122 | $13.2M | $145,466 | $987,523 |
| 2022 | 123 | $12.1M | $138,586 | $936,252 |
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 |
|---|---|---|---|---|
| SCHNEIDER, DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER, DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,920 | $34,988 | — | — | — |
| 2023 | $40,894 | $31,006 | — | — | — |
| 2022 | $49,956 | — | — | — | — |