Edgesource Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Edgesource Corporation · EIN 841421894 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 159
- With balances
- 173
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allegiance Financial Group Advisory | Other services, Direct payment from the plan, Recordkeeping fees | $29,133 |
| Adp Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,876 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |