Edward Enterprises 401(k) match, vesting and fees
What Edward Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co Am | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 58,980 defined-contribution plans in manufacturing with fewer than 100 participants.
| Edward Enterprises: employer contribution per participant | $2,120 | |
| Peer median | $1,774 |
| Edward Enterprises: average balance | $92,666 | |
| Peer median | $61,061 |
| Edward Enterprises: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9M at the end of plan year 2021 to $8.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 92 | $8.5M | $195K | $2,120 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 86 | $7.5M | $169K | $1,959 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 80 | $8.3M | $302K | $3,773 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 92 | $7.9M | $258K | $2,801 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Edward Enterprises match 401(k) contributions?
The match terms for the Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $195K in employer contributions, about $2,120 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Edward Enterprises 401(k) match vested?
The vesting schedule for the Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Edward Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co Am. The plan administrator is Administrative Committee of Edward Enterprises, Inc ESOP & 401k Plan.
I left Edward Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee of Edward Enterprises, Inc ESOP & 401k Plan, (808) 841-4231) or the recordkeeper, Empower Annuity Insurance Co Am. The Edward Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Edward Enterprises 401(k)
Data from the public Form 5500 annual reports Edward Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Edward Enterprises. Not financial advice. Report a correction · Methodology