Plan Snapshot
- Plan Sponsor: Edison Energy Group, INC.
- Sponsor EIN: 455489020
- Sponsor Address: 18500 VON KARMAN AVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $28.1M
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 | 122 | $28.1M | $752,401 | $1.9M |
| 2023 | 173 | $25.8M | $833,810 | $2.1M |
| 2022 | 172 | $20.7M | $751,706 | $1.8M |
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 |
|---|---|---|---|---|
| ANSTISS & CO., PC | 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 | $17,878 | $15,295 | — | — | — |
| 2023 | $12,951 | $11,101 | — | — | — |
| 2022 | $12,595 | $10,545 | — | — | — |