Plan Snapshot
- Plan Sponsor: Edgeworth Economics
- Sponsor EIN: 270965443
- Sponsor Address: 1111 19TH STREET NORTHWEST 12TH FLR, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $22.4M
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 | 77 | $22.4M | $802,768 | $1.1M |
| 2023 | 77 | $18.4M | $643,159 | $869,976 |
| 2022 | 69 | $14.0M | $610,239 | $681,398 |
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 |
|---|---|---|---|---|
| COHN REZNICK | 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 | $76,487 | $42,532 | — | — | — |
| 2023 | $59,994 | $32,318 | — | — | — |
| 2022 | $56,165 | $28,810 | $26,955 | — | — |