Plan Ledger DOL Form 5500 · updated monthly

Edge Fitness, LLC401(k)

EDGE FITNESS, LLC 401(K) PLAN · ORANGE, CT · plan year 2024

Reported admin expense ratio · 2024
0.61%

Edge Fitness, LLC reported $28,162 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.614%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Connecticut (912th of 1,106), and 933rd of 1,311 in arts, entertainment & recreation. active participation has grown from 743 to 885 since 2022.

Plan summary
Net assets, end of year$4,986,500
Participants with balances226
Active participants885
Employer contributions—
Employee contributions$652,096
Employer contribution per active participant—
Average account balance$22,064
Benefits paid to participants$707,856
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 226 accts
2023$4.2M · 216 accts
2022$3.7M · 227 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,137
Trustee / custodial$21,025
Total administrative$28,162
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$28,162

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$28,162 · 0.61%
2023$26,252 · 0.66%
2022$28,712 · 0.61%
Same employer
Similar plansArts, Entertainment & Recreation · Connecticut
Sportech, Inc. CT$8.6M · 0.06%
Global Tote US LLC CT$6.9M · 0.04%
Shoreline Pools, Inc. CT$2.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472390637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.