Plan Snapshot
- Plan Sponsor: Edgewood Partners Insurance Center
- Sponsor EIN: 943195221
- Sponsor Address: 1140 AVENUE OF THE AMERICAS, NEW YORIK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 3,190
- Total Assets: $527.2M
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 | 3,190 | $527.2M | $14.4M | $37.3M |
| 2023 | 3,010 | $461.3M | $14.5M | $34.4M |
| 2022 | 2,834 | $370.9M | $10.0M | $29.3M |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND BROWN PC — Auditor
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 | $73,198 | $64,414 | $900 | — | — |
| 2023 | $356,231 | $271,100 | $300 | — | — |
| 2022 | $503,394 | — | — | — | — |