Plan Snapshot
- Plan Sponsor: Edm Management, INC.
- Sponsor EIN: 200415273
- Sponsor Address: 1419 BOARDMAN CANFIELD ROAD, BOARDMAN, OH, 44512
- Plan Type: 401(k)
- Total Participants: 712
- Total Assets: $4.7M
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 | 712 | $4.7M | $77,328 | $378,876 |
| 2023 | 377 | $4.2M | $69,461 | $336,268 |
| 2022 | 296 | $3.9M | $57,526 | $271,098 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING LLC — 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 | $513,611 | — | $37,289 | — | — |
| 2023 | $749,438 | — | $35,364 | — | — |
| 2022 | $43,327 | — | $43,327 | — | — |