# Edifecs INC 401(k) Plan
Source: https://planprovider.pro/companies/edifecs-inc-401k-plan

> Edifecs INC's 401(k) plan: 442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edifecs INC

- **Sponsor EIN:** 204516419

- **Sponsor Address:** 1756 114TH AVE SE, BELLEVUE, WA, 98004

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

- **Total Participants:** 442

- **Total Assets:** $72.2M

## 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|442|$72.2M|$1.6M|$6.2M|

| 2023|423|$57.7M|$1.5M|$5.9M|

| 2022|459|$46.3M|$1.6M|$5.7M|

## 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|

| ADP, INC.|RECORD KEEPER|$47,326|—|$47,326|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$29,000|—|$29,000|

| MOORE COLSON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,326

- **Estimated Expense Ratio:** 0.106% 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|$76,326|$29,000|—|—|—|

| 2023|$77,144|$29,000|—|—|—|

| 2022|$72,992|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edifecs-inc-401k-plan)

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