Plan Ledger DOL Form 5500 · updated monthly

Edge One, LLC401(k)

EDGE ONE, INC. 401(K) SAVINGS PLAN · STOUGHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Edge One, LLC reported $25,130 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $3,132 per active participant. 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 2 years on file its reported administrative ratio rose from 0.01% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,319th of 1,936), and the 1,047th of 2,534 in administrative & support services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 109 to 140 since 2022.

Plan summary
Net assets, end of year$9,280,937
Participants with balances157
Active participants140
Employer contributions$438,509
Employee contributions$629,351
Employer contribution per active participant$3,132
Average account balance$59,114
Benefits paid to participants$486,983
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 157 accts · $439K emplr
2023$7.6M · 134 accts · $479K emplr
2022$6.7M · 106 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,356
Investment management$13,774
Total administrative$25,130
The Edge One, LLC 401(k) match · 2024
Employer contribution per active participant$3,132
Median for plans this size$1,313
2024$3,132 per active participant
2023$3,444 per active participant
2022$2,945 per active participant

Edge One, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20244
GOLDSTEIN ADVISORS LLC · Investment advisory (plan)$13,774
MAP RETIREMENT USA LLC · Contract administrator$3,200
EMPOWER ADVISORY GROUP, LLC · Investment management$710

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

Administrative cost history3
2024$25,130 · 0.30%
2023$763 · 0.01%
2022$720 · 0.01%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Salelytics, LLC WI$20.5M · 0.06%
Qps Employment Group, Inc. WI$12.3M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391813629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.