# Edgewater Automation, LLC 401(k) Plan
Source: https://planprovider.pro/companies/edgewater-automation-llc-plan

> Edgewater Automation, LLC's 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edgewater Automation, LLC

- **Sponsor EIN:** 383575198

- **Sponsor Address:** 481 RENAISSANCE DRIVE, ST. JOSEPH, MI, 49085

- **Plan Type:** 401(k)

- **Total Participants:** 253

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|253|$14.6M|$484,686|$1.5M|

| 2023|269|$10.3M|$454,679|$1.4M|

| 2022|163|$5.4M|$761,037|$143,078|

## 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|

| JOHN HANCOCK|RECORDKEEPER|$29,310|—|$29,310|

| EDWARD D. JONES & CO.|RIA|$28,927|—|$28,927|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,237

- **Estimated Expense Ratio:** 0.398% 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|$60,551|$31,290|$29,261|—|—|

| 2023|$33,785|$15,791|$17,994|—|—|

| 2022|$43,796|$14,185|$350|—|$29,261|

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