# Edge Home Finance Corporation 401(k) Plan
Source: https://planprovider.pro/companies/edge-home-finance-corporation-401k-plan

> Edge Home Finance Corporation's 401(k) plan: 1,706 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edge Home Finance Corporation

- **Sponsor EIN:** 453718999

- **Sponsor Address:** 5868 BAKER RD, MINNETONKA, MN, 55345

- **Plan Type:** 401(k)

- **Total Participants:** 1,706

- **Total Assets:** $8.3M

## 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|1,706|$8.3M|$0|$1.7M|

| 2023|1,204|$6.1M|$0|$1.1M|

| 2022|615|$4.4M|$0|$1.3M|

## 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|

| SMITH SCHAFER AND ASSOCIATES|Auditor|—|—|$0|

## 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|$2,010|$695|$1,315|—|—|

| 2023|$12,766|—|$12,766|—|—|

| 2022|$10,576|—|—|—|—|

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