Edmund Optics, Inc. 401(k) Savings Retirement Plan
Sponsored by Edmund Optics, Inc. · EIN 223684196 · Plan #002
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 362
- With balances
- 483
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $44,183 |
| Arkadiosw | Investment advisory (participants) | $39,114 |
| Osaic Fa Inc | Investment advisory (plan) | $22,179 |
| Lpl Financial Llc | Investment advisory (plan) | $7,834 |