Plan Snapshot
- Plan Sponsor: Edwards Business Machines, INC.
- Sponsor EIN: 231672672
- Sponsor Address: PO BOX 6798, WYOMISSING, PA, 19610
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 134 | $13.6M | $140,972 | $657,133 |
| 2023 | 130 | $12.6M | $127,112 | $640,753 |
| 2022 | 128 | $11.5M | $116,466 | $595,736 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A — 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 | $61,899 | $44,827 | $17,072 | — | — |
| 2023 | $56,057 | $40,106 | $15,951 | — | — |
| 2022 | $60,862 | $42,503 | $18,359 | — | — |