Plan Snapshot
- Plan Sponsor: Edwards Capital LLC
- Sponsor EIN: 201008672
- Sponsor Address: 801 BRICKELL, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $12.4M
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 | 70 | $12.4M | $76,888 | $1.1M |
| 2023 | 70 | $10.1M | $55,357 | $1.0M |
| 2022 | 66 | $7.3M | $44,901 | $903,850 |