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Original filing (PDF)20251015083503NAL0008676114001
EDGEWATER TECHNICAL ASSOCIATES LLC
Form 5500
FILING_RECEIVED
EDGEWATER TECHNICAL ASSOCIATES LLC 401K PLAN
401(k) retirement plan
Active participants
412
Accounts w/ balance
687
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWATER TECHNICAL ASSOCIATES LLC.
Plan sponsor
Name
EDGEWATER TECHNICAL ASSOCIATES LLC
EIN
04-3773610
Address
132 MITCHELL ROAD · OAK RIDGE, TN · 37830
Phone
(770) 619-4300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROBINSON GRANT & CO. PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEAD INVESTMENT PARTNERS | — | KNOXVILLE, TN | ADVISOR | $61K | — |
| OSAIC WEALTH, INC | 93-0987232 | — | ADVISOR | $12K | — |
Investments
38 direct securities· $35.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide flexPth Indx+ Cnsrv Rtrmt R1 | — | — | — | $8.2M | 24.4% | |
| Nationwide Fid 500 Indx | — | — | — | $3.3M | 9.8% | |
| Nationwide flexPth Indx+ ModRtrmt R1 | — | — | — | $2.7M | 7.9% | |
| Nationwide flexPth Indx+CnsrvRtrmt R1^ | — | — | — | $2.3M | 6.7% | |
| Nationwide flexPth Indx+ Cnsrv 2045 R1 | — | — | — | $2.2M | 6.5% | |
| Nationwide flexPth Indx+ Mod 2035 R1^ | — | — | — | $1.8M | 5.3% | |
| Nationwide flexPth Indx+ Cnsrv 2055 R1^ | — | — | — | $1.5M | 4.5% | |
| Nationwide flexPth Indx+ Cnsrv 2055 R1 | — | — | — | $1.4M | 4.2% | |
| Nationwide flexPth Indx+ Mod 2045 R1^ | — | — | — | $1.4M | 4.2% | |
| Nationwide JPM LgCap Gr R6 | — | — | — | $1.3M | 3.9% | |
| Nationwide Fixed Elite | — | — | — | $1.2M | 3.5% | |
| Nationwide Participants Loans 4.25%-8.50% | — | — | — | $797K | 2.4% | |
| Nationwide flexPth Indx+ Mod 2055 R1^ | — | — | — | $736K | 2.2% | |
| Nationwide flexPth Indx+ Aggr 2035 R1 | — | — | — | $533K | 1.6% | |
| Nationwide flexPth Indx+ AggrRtmt R1 | — | — | — | $517K | 1.5% | |
| Nationwide flexPth Indx+ Aggr 2055 R1 | — | — | — | $493K | 1.5% | |
| Nationwide BlkRk iS RslSmMdCap Indx K | — | — | — | $481K | 1.4% | |
| Nationwide flexPth Indx+ Aggr 2045 R1 | — | — | — | $478K | 1.4% | |
| Nationwide Vngrd Ttl StMkt Indx Fd AS | — | — | — | $475K | 1.4% | |
| Nationwide AmFds Gr Inc R6 | — | — | — | $469K | 1.4% | |
| Nationwide AmFds New Prspct R6 | — | — | — | $399K | 1.2% | |
| Nationwide SglBryntHml SmCap Gr Inst | — | — | — | $377K | 1.1% | |
| Nationwide Hartford Divd Gr R6 | — | — | — | $368K | 1.1% | |
| Nationwide Vngrd Fed Mny Mkt Inv 630 Nationwide Vngrd ST Fed Adml | — | — | — | $360K | 1.1% | |
| Nationwide BlkRk MdCap Val Inst | — | — | — | $346K | 1.0% | |
| Nationwide Fid Gr Strat K6 | — | — | — | $304K | 0.9% | |
| Nationwide FidAdv Strat Inc I | — | — | — | $262K | 0.8% | |
| Nationwide Schwab Personal Choice Retirement Account | — | — | — | $250K | 0.7% | |
| Nationwide Vngrd Ttl WldStk Indx Adml | — | — | — | $137K | 0.4% | |
| Nationwide MFS Rsrch Intl R6 | — | — | — | $133K | 0.4% | |
| Nationwide LeggM BW Hi Yld IS | — | — | — | $133K | 0.4% | |
| Nationwide BlkRk Emrg Mkt K | — | — | — | $96K | 0.3% | |
| Nationwide Thrnbrg Intl Eq I | — | — | — | $89K | 0.3% | |
| Nationwide DFA Intl SmCap Gr Inst | — | — | — | $79K | 0.2% | |
| Nationwide Invsco Flotng Rt ESG R5 | — | — | — | $65K | 0.2% | |
| Nationwide Strlng Cap Ttl Rtn Bd R6 | — | — | — | $20K | <0.1% | |
| Nationwide BNYMel Glbl Fxd Inc I | — | — | — | $4K | <0.1% | |
| Nationwide AmFds US Govt Sec R6 | — | — | — | $3K | <0.1% |