Edwards Companies 401(k) Savings Plan And Trust
Sponsored by The Edwards Companies, Llc · EIN 352496878 · Plan #003
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 144
- With balances
- 174
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,498 |
| Crowe Horwath | Accounting | $22,050 |
| Usi Advisors Inc | Investment advisory (plan) | $10,650 |