Edgetech Consulting, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edgetech Consulting, LLC
  • Sponsor EIN: 831028922
  • Sponsor Address: 44 MERRIMAC STREET, SUITE 310, NEWBURYPORT, MA, 01950
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $5.0M

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.
20248$5.0M$60,408$169,841
20237$4.3M$64,440$189,131
20229$3.3M$65,311$171,200

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