Plan Ledger DOL Form 5500 · updated monthly

Edgewater Technical Associates, LLC401(k)

EDGEWATER TECHNICAL ASSOCIATES, LLC 401(K) PLAN · OAK RIDGE, TN · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Edgewater Technical Associates, LLC reported $100,736 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,858 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 0.28% to 0.32%. 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 the 383rd-largest of 1,496 plans among Tennessee employers on file, and the 3,831st of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,500,089
Participants with balances687
Active participants412
Employer contributions$2,001,692
Employee contributions$4,144,767
Employer contribution per active participant$4,858
Average account balance$48,763
Benefits paid to participants$6,061,837
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON GRANT & CO. PA
Plan history3
Yearassets · accounts · employer contribution
2024$33.5M · 687 accts · $2.0M emplr
2023$29.5M · 763 accts · $2.2M emplr
2022$25.1M · 708 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,736
Total administrative$100,736
The Edgewater Technical Associates, LLC 401(k) match · 2024
Employer contribution per active participant$4,858
Median for plans this size$2,416
2024$4,858 per active participant
2023$6,035 per active participant
2022$4,272 per active participant

Edgewater Technical Associates, LLC'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
NATIONWIDE · Recordkeeping · Loan processing$27,473
HEAD INVESTMENT PARTNERS · Investment advisory (participants)$61,319
OSAIC WEALTH, INC · Investment advisory (participants)$11,944

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,736 · 0.32%
2023$82,315 · 0.30%
2022$78,506 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Kraftcpas PLLC TN$36.9M · 0.09%
Qualifacts Systems, LLC TN$33.2M · 0.40%
Strata-G, LLC TN$32.5M · 0.28%
Emma, Inc. TN$31.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043773610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.