Edgewood 403(b) Plan
Sponsored by Edgewood Center For Children And Families · EIN 941186168 · Plan #002
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 303
- With balances
- 217
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Primark Benefits | Contract administrator, Recordkeeping, Participant loan processing | $43,171 |
| Global Retirement Partners | Investment management, Investment management fees (direct), Distribution (12b-1) fees | $22,888 |
| Charles Schwab Trust Co | Custodial (other) | $4,155 |