Edgewood Partners Insurance Center Savings Investment Plan
Sponsored by Edgewood Partners Insurance Center · EIN 943195221 · Plan #001
- Total assets
- $527M
- Net assets
- $527M
- Active participants
- 3,190
- With balances
- 3,504
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors Llc | Investment advisory (plan) | $64,415 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $8,784 |