Plan Snapshot
- Plan Sponsor: Edge One, LLC
- Sponsor EIN: 391813629
- Sponsor Address: 161 BUSINESS PARK CIRCLE, STOUGHTON, WI, 53589
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $9.3M
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 | 140 | $9.3M | $438,509 | $629,351 |
| 2023 | 139 | $7.6M | $478,763 | $573,877 |
| 2022 | 109 | $6.7M | $320,965 | $508,297 |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — 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 | $25,130 | $13,774 | $3,200 | — | — |
| 2023 | $763 | — | — | — | — |
| 2022 | $720 | — | — | — | — |