Plan Snapshot
- Plan Sponsor: Marginedge Co
- Sponsor EIN: 473665792
- Sponsor Address: 4200 WILSON BLVD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $9.7M
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 | 239 | $9.7M | $678,219 | $1.7M |
| 2023 | 234 | $6.6M | $557,698 | $1.3M |
| 2022 | 167 | $3.2M | $432,101 | $1.0M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $9,475 | $6,463 | — | — | — |
| 2023 | $6,414 | $3,814 | — | — | — |
| 2022 | $3,454 | $3,453 | $1 | — | — |