Original filing (PDF)20231229113805NAL0016158144001

EDGEWATER PARTNERS, LLC

Name: EDGEWATER PARTNERS, LLC — EDGEWATER PARTNERS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: EDGEWATER PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

EDGEWATER PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWATER PARTNERS, LLC.

Plan sponsor

Name

EDGEWATER PARTNERS, LLC

EIN

82-2598880

Address

100 MADISON · MISSOULA, MT · 59802

Phone

(406) 728-3100

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2023-12-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

THE SITZMARK AT VAIL, INC. DBA SITZMARK LODGE

SITZMARK LODGE 401(K) PLAN

BONDIB HOTELS, INC. D/B/A POUGHK

POUGHKEEPSIE GRAND 401(K) PLAN

VYOMESH HOSPITALITY

HOTEL PALMERAS 401(K) PLAN

BNG TAMPA CLUB LLC

BNG TAMPA CLUB LLC 401(K) PLAN

ALANNA MAH

ALANNA MAH 401(K) PROFIT SHARING PLAN & TRUST