# Edge Autonomy Operations, LLC 403(b) Plan
Source: https://planprovider.pro/companies/edge-autonomy-operations-llc-403b-plan

> Edge Autonomy Operations, LLC's 403(b) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edge Autonomy Operations, LLC

- **Sponsor EIN:** 882837588

- **Sponsor Address:** 831 BUCKLEY ROAD, SAN LUIS OBISPO, CA, 93401

- **Plan Type:** 403(b)

- **Total Participants:** 383

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|383|$10.8M|$982,687|$1.6M|

| 2023|276|$6.9M|$567,402|$920,303|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$34,049|$6|$34,055|

| CALIBER AUDIT & ATTEST, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,055

- **Estimated Expense Ratio:** 0.314% 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|$34,049|—|$33,399|—|—|

| 2023|$12,720|—|$12,620|—|—|

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