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Original filing (PDF)20251002150910NAL0001512098001
EDGEWATER AUTOMATION, LLC
Form 5500
FILING_RECEIVED
EDGEWATER AUTOMATION 401(K) PLAN
401(k) retirement plan
Active participants
253
Accounts w/ balance
193
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWATER AUTOMATION, LLC.
Plan sponsor
Name
EDGEWATER AUTOMATION, LLC
EIN
38-3575198
Address
481 RENAISSANCE DRIVE · ST. JOSEPH, MI · 49085
Phone
(269) 983-1300
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO. | 43-0345811 | — | RIA | $29K | — |
Investments
35 direct securities · 1 pooled fund· $14.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.1M
35 holdings
Common Collective Trust
$495K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Multimanager Lifestyle Growth R6 | — | — | — | $2.0M | 13.6% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $1.4M | 9.6% | |
| John Hancock Multimanager 2040 Lifetime R6 | — | — | — | $1.3M | 9.0% | |
| John Hancock Multimanager 2035 Lifetime R6 | — | — | — | $1.2M | 8.0% | |
| John Hancock Multimanager Lifestyle Aggressive R6 | — | — | — | $861K | 5.9% | |
| John Hancock Multimanager 2050 Lifetime R6 | — | — | — | $846K | 5.8% | |
| John Hancock Multimanager 2055 Lifetime R6 | — | — | — | $698K | 4.8% | |
| John Hancock Multimanager Lifestyle Balanced R6 | — | — | — | $690K | 4.7% | |
| John Hancock Bond Fund R6 | — | — | — | $689K | 4.7% | |
| John Hancock Multimanager Moderate R6 | — | — | — | $568K | 3.9% | |
| John Hancock Multimanager 2025 Lifetime R6 | — | — | — | $508K | 3.5% | |
| JOHN HANCOCK STABLE VALUE FUND R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $495K | 3.4% | |
| John Hancock Multimanager 2030 Lifetime R6 | — | — | — | $470K | 3.2% | |
| John Hancock Multimanager 2045 Lifetime R6 | — | — | — | $458K | 3.1% | |
| Schwab Total Stock Market Index | — | — | — | $414K | 2.8% | |
| John Hancock Multimanager 2060 Lifetime R6 | — | — | — | $342K | 2.3% | |
| DFA US Large Company Portfolio Institutional | — | — | — | $335K | 2.3% | |
| John Hancock Multimanager 2065 Lifetime R6 | — | — | — | $188K | 1.3% | |
| MFS Mid Cap Growth Fund R3 | — | — | — | $179K | 1.2% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $179K | 1.2% | |
| Dodge & Cox Stock I | — | — | — | $142K | 1.0% | |
| Fidelity Total International Equity | — | — | — | $129K | 0.9% | |
| Fidelity Sm Cap Index Fund | — | — | — | $79K | 0.5% | |
| Macquarie Small Cap Growth Fund Class R6 | — | — | — | $72K | 0.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $71K | 0.5% | |
| American Small Cap World R5 | — | — | — | $69K | 0.5% | |
| JPMorgan US Government Middle Market Capital CL | — | — | — | $62K | 0.4% | |
| John Hancock Trust Company LLC American Funds U.S. Government Securities Fund R6 | — | — | — | $51K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $43K | 0.3% | |
| John Hancock Multimanager Lifestyle Consv. R6 | — | — | — | $39K | 0.3% | |
| Northern Small Cap Value Fund | — | — | — | $23K | 0.2% | |
| NYLI MacKay High Yield Corporate Bond Fund | — | — | — | $21K | 0.1% | |
| Hartford World Bond Fund R6 | — | — | — | $13K | <0.1% | |
| MFS Mid Cap Value Fund R3 | — | — | — | $12K | <0.1% | |
| JPMorgan Emerging Markets Equity R6 | — | — | — | $8K | <0.1% | |
| Northern Emerging Markets Equity Index | — | — | — | $4K | <0.1% |
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