Edfinancial Services, Llc 401(k) Plan
Sponsored by Edfinancial Services, Llc · EIN 205316278 · Plan #002
- Total assets
- $29.4M
- Net assets
- $29.4M
- Active participants
- 1,385
- With balances
- 711
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 |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $80,042 |
| Lpl Financial Llc Holdings | Investment advisory (plan) | $47,130 |
| Tennessee Pension Administrators | Recordkeeping | $13,059 |