Plan Snapshot
- Plan Sponsor: Edgemere Consulting Corp
- Sponsor EIN: 043301218
- Sponsor Address: PO BOX 3083, HUNTERSVILLE, NC, 280703083
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7 | $4.5M | $112,673 | $115,878 |
| 2023 | 7 | $3.6M | $114,578 | $120,385 |
| 2022 | 7 | $3.9M | $30,139 | $68,303 |