Plan Snapshot
- Plan Sponsor: The Edwards Companies
- Sponsor EIN: 310943691
- Sponsor Address: 495 S HIGH ST, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 97
- Total Assets: $127,402
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $127,402 | $1.3M | $333,053 |
| 2023 | 78 | $944,052 | $1.3M | $310,737 |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY (G1728) | Other Service Provider | $65,032 | $138,343 | $203,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,375
- Estimated Expense Ratio: 159.633% 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 | $57,848 | — | $36,942 | — | — |
| 2023 | $78,938 | — | $53,510 | — | — |