Plan Ledger DOL Form 5500 · updated monthly

The Edwards Companies, LLC401(k)

EDWARDS COMPANIES 401(K) SAVINGS PLAN AND TRUST · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

The Edwards Companies, LLC reported $67,003 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,789 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,321st-largest of 3,295 plans among Ohio employers on file, and the 1,454th of 5,215 in retail trade. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has grown from 118 to 144 since 2022.

Plan summary
Net assets, end of year$20,007,722
Participants with balances174
Active participants144
Employer contributions$257,662
Employee contributions$916,734
Employer contribution per active participant$1,789
Average account balance$114,987
Benefits paid to participants$209,633
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 174 accts · $258K emplr
2023$15.9M · 157 accts · $228K emplr
2022$13.1M · 140 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,948
Investment management$12,355
Audit (IQPA)$25,150
Total administrative$67,003
The The Edwards Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,789
Median for plans this size$2,416
2024$1,789 per active participant
2023$1,828 per active participant
2022$1,069 per active participant

The Edwards Companies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,498
CROWE HORWATH · Accounting / audit$22,050
USI ADVISORS INC · Investment advisory (plan)$10,650

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$67,003 · 0.37%
2023$51,245 · 0.35%
2022$55,891 · 0.39%
Same employer
Similar plansRetail Trade · Ohio
Countryside Rentals, Inc. OH$21.4M · 0.36%
Sg Chevrolet, LLC OH$21.1M · 0.48%
Voss Auto Network OH$20.7M · 0.68%
Cohen Holdings, Inc. OH$20.6M · 0.41%
Legacy Farmers Cooperative OH$19.3M · 0.37%
Sunnyside Automotive, Inc. OH$19.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352496878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.