Plan Snapshot
- Plan Sponsor: Edge Technology Services, INC.
- Sponsor EIN: 061568661
- Sponsor Address: 116 WASHINGTON AVENUE, NORTH HAVEN, CT, 06473
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $3.3M
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 | 71 | $3.3M | $0 | $195,548 |
| 2023 | 67 | $3.1M | $0 | $177,633 |
| 2022 | 72 | $2.6M | $0 | $183,350 |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | ADVISOR | $5,544 | — | $5,544 |
| PEACH & MCPHERSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEACH & MCPHERSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,544
- Estimated Expense Ratio: 0.170% 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 | $6,848 | $6,479 | — | — | — |
| 2023 | $5,484 | $5,384 | — | — | — |
| 2022 | $5,751 | — | — | — | — |