Edg, Inc. Employees Savings Trust
Sponsored by Edg, Inc. · EIN 721087181 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 423
- With balances
- 589
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Advisory Services Llc | Investment advisory (participants) | $22,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,024 |
| Ameritas Investment Corp | Investment advisory (participants) | $7,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$40,364 |