Edgewood Management Group, Llc 401(k) Profit Sharing Plan
Sponsored by Edgewood Management Group, Llc · EIN 263415102 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 2,871
- With balances
- 1,186
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Contract administrator, Recordkeeping, Investment management | $129,200 |
| Pensionmark Financial Group, Llc | Investment advisory (plan), Consulting fees | $36,667 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $11,088 |