Edgewater Automation 401(k) Plan
Sponsored by Edgewater Automation, Llc · EIN 383575198 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 253
- With balances
- 193
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment advisory (participants), Participant loan processing | $29,310 |
| Edward D. Jones & Co. | Investment advisory (participants), Investment advisory (plan) | $28,927 |