Plan Ledger DOL Form 5500 · updated monthly

Edge Technology Services, Inc.401(k)

EDGE TECHNOLOGY SERVICES, INC. 401(K) PROFIT SHARING PLAN · NORTH HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Edge Technology Services, Inc. reported $6,848 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.20% to 0.22%. 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 Connecticut (975th of 1,106), and 1,713th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,265,128
Participants with balances124
Active participants71
Employer contributions$0
Employee contributions$195,548
Employer contribution per active participant$0
Average account balance$26,332
Benefits paid to participants$485,807
Plan auditUnmodified (clean) audit opinion
AuditorPEACH & MCPHERSON
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 124 accts
2023$3.1M · 115 accts
2022$2.6M · 124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$369
Investment management$6,479
Total administrative$6,848
The Edge Technology Services, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Edge Technology Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
USI ADVISORS INC · Investment advisory (plan)$5,544
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$369

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$6,848 · 0.22%
2023$5,484 · 0.19%
2022$5,751 · 0.20%
Similar plansAdministrative & Support Services · Connecticut
Project Genesis, Inc. CT$6.0M · 0.07%
Aquinas Consulting, LLC CT$5.0M · 0.15%
Mirador, Inc. CT$3.4M · 0.28%
Dirty Hands, LLC CT$2.3M · 0.87%
Career Resources, Inc. CT$1.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061568661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.