# Edgewood Retirement Community, INC. 401(k) Plan
Source: https://planprovider.pro/companies/edgewood-retirement-community-inc-401k-plan

> Edgewood Retirement Community, INC.'s 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edgewood Retirement Community, INC.

- **Sponsor EIN:** 043195775

- **Sponsor Address:** 575 OSGOOD STREET, NORTH ANDOVER, MA, 01845

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

- **Total Participants:** 341

- **Total Assets:** $8.1M

## 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|341|$8.1M|$239,094|$645,739|

| 2023|257|$6.7M|$189,089|$513,762|

| 2022|253|$5.4M|$212,082|$467,610|

## 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|

| CARON & BLETZER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — 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|$2,100|—|$1,950|—|—|

| 2023|$4,558|—|$2,756|—|—|

| 2022|$34,329|—|$34,229|—|$100|

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