Plan Snapshot
- Plan Sponsor: Edwards Moving & Rigging, INC.
- Sponsor EIN: 611245293
- Sponsor Address: 200 EVERETT HALL ROAD, SHELBYVILLE, KY, 40065
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $10.8M
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 | 119 | $10.8M | $305,939 | $659,252 |
| 2023 | 103 | $9.2M | $272,723 | $636,433 |
| 2022 | 105 | $7.7M | $157,183 | $595,628 |
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 |
|---|---|---|---|---|
| MATHER & COMPANY CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER & COMPANY CPAS LLC — 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 | $53,827 | — | — | — | — |
| 2023 | $45,067 | — | — | — | — |
| 2022 | $42,846 | $42,846 | — | — | — |