Edgemere Consulting Corp 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Edgemere Consulting Corp
  • Sponsor EIN: 043301218
  • Sponsor Address: PO BOX 3083, HUNTERSVILLE, NC, 280703083
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 8
  • Total Assets: $5.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$5.5M$0$0
20247$4.5M$112,673$115,878
20237$3.6M$114,578$120,385
20227$3.9M$30,139$68,303

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