# Edward Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/edward-enterprises-inc-990091324-002

> Edward Enterprises, INC.'s 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edward Enterprises, INC.

- **Sponsor EIN:** 990091324

- **Sponsor Address:** P.O. BOX 30468, HONOLULU, HI, 968200468

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

- **Plan Number:** 002

- **Total Participants:** 55

- **Total Assets:** $8.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|55|$8.5M|$195,026|$156,198|

| 2023|53|$7.5M|$168,516|$148,747|

| 2022|60|$8.3M|$301,873|$170,048|

## 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|

| EMPOWER ANNUITY INSURANCE CO AM|Recordkeeper|$16,187|—|$16,187|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,187

- **Estimated Expense Ratio:** 0.190% 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|$227,706|—|—|—|—|

| 2023|$1,368,642|—|—|—|—|

| 2022|$312,112|—|—|—|—|

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