Edesia Inc. Retirement Savings Plan
Sponsored by Edesia, Inc. · EIN 260359866 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 147
- With balances
- 166
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment management | $12,396 |
| Ascensus | Recordkeeping, Participant loan processing, Direct payment from the plan | $7,368 |