Plan Snapshot
- Plan Sponsor: Edge Fitness, LLC
- Sponsor EIN: 472390637
- Sponsor Address: 50 BOSTON POST ROAD, ORANGE, CT, 06477
- Plan Type: 401(k)
- Total Participants: 885
- Total Assets: $5.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 885 | $5.0M | $0 | $652,096 |
| 2023 | 843 | $4.3M | $0 | $598,512 |
| 2022 | 743 | $3.8M | $0 | $677,093 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — 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 | $28,162 | — | — | — | — |
| 2023 | $26,252 | — | — | — | — |
| 2022 | $28,712 | $21,043 | $7,669 | — | — |