Plan Snapshot
- Plan Sponsor: Edwards, INC.
- Sponsor EIN: 561429918
- Sponsor Address: 4119 SHEEP PASTURE RD., SPRING HOPE, NC, 27882
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $19.2M
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 | 408 | $19.2M | $388,589 | $1.2M |
| 2023 | 394 | $17.1M | $351,822 | $1.1M |
| 2022 | 351 | $14.5M | $272,374 | $971,947 |
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 |
|---|---|---|---|---|
| ANTHONY, TABB & CREEL, P.A. | Auditor | — | — | $0 |
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 | $99,287 | — | $84,432 | — | — |
| 2023 | $83,499 | — | $80,233 | — | — |
| 2022 | $91,795 | — | $91,795 | — | — |