Edgeworth Economics 401(k) Plan
Sponsored by Edgeworth Economics · EIN 270965443 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 77
- With balances
- 185
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $38,710 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,955 |
| Empower Advisory Group, Llc | Investment management | $3,822 |