# Edgewood Partners Insurance Center 401(k) Plan
Source: https://planprovider.pro/companies/edgewood-partners-insurance-center-401k-plan

> Edgewood Partners Insurance Center's 401(k) plan: 3,190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EQUITABLE ADVISORS LLC|ADVISOR|$64,415|—|$64,415|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,784|—|$8,784|

| WITHUM SMITH AND BROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUM SMITH AND BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,199

- **Estimated Expense Ratio:** 0.014% 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|$73,198|$64,414|$900|—|—|

| 2023|$356,231|$271,100|$300|—|—|

| 2022|$503,394|—|—|—|—|

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