# Solomonedwardsgroup, LLC 401(k) Plan
Source: https://planprovider.pro/companies/solomonedwardsgroup-llc-401k-plan

> Solomonedwardsgroup, LLC's 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solomonedwardsgroup, LLC

- **Sponsor EIN:** 233010383

- **Sponsor Address:** 1255 DRUMMERS LANE, WAYNE, PA, 190871565

- **Plan Type:** 401(k)

- **Total Participants:** 394

- **Total Assets:** $38.4M

## 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|394|$38.4M|$330,915|$2.5M|

| 2023|386|$39.3M|$355,256|$3.1M|

| 2022|443|$34.1M|$292,325|$2.8M|

## 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|

| LINCOLN FINANCIAL CORPORATION|SERVICE PROVIDER|$90,650|—|$90,650|

| NORTHSTAR ASSET MANAGEMENT|SERVICE PROVIDER|$44,438|—|$44,438|

| LPL FINANCIAL GROUP|NONE|$19,386|—|$19,386|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN FINANCIAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $154,474

- **Estimated Expense Ratio:** 0.402% of plan assets

### 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|$154,474|$63,824|$90,650|—|—|

| 2023|$190,204|$80,684|$109,520|—|—|

| 2022|$173,976|$71,224|$102,752|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/solomonedwardsgroup-llc-401k-plan)

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