Plan Snapshot
- Plan Sponsor: Edgewater Technical Associates LLC
- Sponsor EIN: 043773610
- Sponsor Address: 132 MITCHELL ROAD, OAK RIDGE, TN, 37830
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $33.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 412 | $33.5M | $2.0M | $4.1M |
| 2023 | 369 | $29.5M | $2.2M | $4.8M |
| 2022 | 408 | $25.1M | $1.7M | $3.9M |
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 |
|---|---|---|---|---|
| ROBINSON GRANT & CO. PA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $100,736 | — | $100,736 | — | — |
| 2023 | $82,315 | — | $82,315 | — | — |
| 2022 | $78,506 | $78,506 | — | — | — |