Plan Ledger DOL Form 5500 · updated monthly

Edgesource Corporation401(k)

EDGESOURCE CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Edgesource Corporation reported $45,609 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,367 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,290th of 2,266), and 7,098th of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,995,139
Participants with balances173
Active participants159
Employer contributions$694,327
Employee contributions$1,362,776
Employer contribution per active participant$4,367
Average account balance$75,116
Benefits paid to participants$848,782
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER & DETTER, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,476
Investment management$29,133
Total administrative$45,609
The Edgesource Corporation 401(k) match · 2024
Employer contribution per active participant$4,367
Median for plans this size$2,416

Edgesource Corporation's 2024 employer contribution ran above the $2,416 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 · 20243
ALLEGIANCE FINANCIAL GROUP ADVISORY · Other services · Recordkeeping$29,133
ADP INC · Recordkeeping · Investment advisory (participants)$12,876
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2024$45,609 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Virginia
Bluesight, Inc. VA$13.2M · 0.36%
McChrystal Group LLC VA$13.2M · 0.53%
Eagle Technologies, Inc. VA$12.8M · 0.50%
Raft LLC VA$12.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841421894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.