Edge One 401(k) Savings Plan
Sponsored by Edge One, Llc · EIN 391813629 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 140
- With balances
- 157
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 |
|---|---|---|
| Goldstein Advisors, Llc CRD 323125 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldstein Advisors Llc | Investment advisory (plan) | $13,774 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $6,852 |
| Map Retirement Usa Llc | Contract administrator | $3,200 |
| Empower Advisory Group, Llc | Investment management | $710 |