AUMdb

Edwards Business Systems 401 K Retirement Plan

Sponsored by Edwards Business Machines, Inc. · EIN 231672672 · Plan #003

Total assets
$13.6M
Net assets
$13.6M
Active participants
134
With balances
142

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
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $44,827
Ascensus Llc Participant loan processing, Recordkeeping fees, Other fees $17,072