Edgewater Technical Associates Llc 401 K Plan
Sponsored by Edgewater Technical Associates Llc · EIN 043773610 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 412
- With balances
- 687
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Head Investment Partners | Investment management fees (direct), Investment advisory (participants) | $61,319 |
| Nationwide | Recordkeeping, Recordkeeping fees, Participant loan processing | $27,473 |
| Osaic Wealth, Inc | Investment management fees (direct), Investment advisory (participants) | $11,944 |