Plan Snapshot
- Plan Sponsor: Edge One LLC
- Sponsor EIN: 043423004
- Sponsor Address: 4 LITTLE BROOK ROAD, WEST WAREHAM, MA, 02576
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $18.3M
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 | 105 | $18.3M | $275,510 | $929,080 |
| 2023 | 94 | $15.9M | $280,741 | $871,420 |
| 2022 | 91 | $13.3M | $270,050 | $809,524 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $16,390 | $15,010 | — | — | — |
| 2023 | $16,065 | $15,000 | — | — | — |
| 2022 | $16,200 | — | — | — | — |