# Edmonton Bancshares, INC. DC Plan
Source: https://planprovider.pro/companies/edmonton-bancshares-inc-plan

> Edmonton Bancshares, INC.'s DC plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edmonton Bancshares, INC.

- **Sponsor EIN:** 611024153

- **Sponsor Address:** PERSONAL AND CONFIDENTIAL, GLASGOW, KY, 42141

- **Plan Type:** DC

- **Total Participants:** 184

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|184|$10.4M|$300,645|$512,407|

| 2023|180|$9.9M|$269,218|$435,043|

| 2022|156|$7.9M|$212,027|$342,490|

## 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|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$7,442|—|$7,442|

| FAULKNER, KING & WENZ PSC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FAULKNER, KING & WENZ PSC](https://planprovider.pro/provider/faulkner-king-and-wenz-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,442

- **Estimated Expense Ratio:** 0.072% 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|$9,136|$7,442|—|—|—|

| 2023|$759|—|—|—|—|

| 2022|$1,643|—|$1,643|—|—|

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