Plan Ledger DOL Form 5500 · updated monthly

Edgewood Companies401(k)

EDGEWOOD COMPANIES 401(K) PLAN · STATELINE, NV · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Edgewood Companies reported $3,101 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $925 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 181st-largest of 437 plans among Nevada employers on file, and the 1,012th of 2,096 in real estate & leasing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 305 to 443 since 2022.

Plan summary
Net assets, end of year$11,690,319
Participants with balances240
Active participants443
Employer contributions$409,638
Employee contributions$962,644
Employer contribution per active participant$925
Average account balance$48,710
Benefits paid to participants$699,381
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 240 accts · $410K emplr
2023$9.7M · 171 accts · $452K emplr
2022$7.6M · 178 accts · $562K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,101
Total administrative$3,101
The Edgewood Companies 401(k) match · 2024
Employer contribution per active participant$925
Median for plans this size$2,416
2024$925 per active participant
2023$1,596 per active participant
2022$1,843 per active participant

Edgewood Companies's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,101
MORGAN STANLEY SMITH BARNEYindirect comp

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$3,101 · 0.03%
2023$2,087 · 0.02%
2022$1,258 · 0.02%
Same employer
Similar plansReal Estate & Leasing · Nevada
American Homes 4 Rent, L.P. NV$65.4M · 0.30%
Ahern Rentals, Inc. NV$32.9M · 0.63%
Yes& Companies LLC NV$17.1M · 0.81%
Fore Property Company NV$11.1M · 0.47%
Bigelow Management, Inc. NV$10.9M · 0.55%
Nevada H.A.N.D., Inc. NV$10.3M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880073008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.