The Edwards Companies, Llc 401(k) Plan: Login, Facts & Contact Information

The Edwards Companies, Llc 401(k) Plan Facts

Plan name
EDWARDS COMPANIES 401(K) SAVINGS PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE EDWARDS COMPANIES, LLC
Participants
191 (144 active employees)
Former employees with a balance
72
Plan assets
$20,007,722 at Dec 31, 2024
Average account balance
$114,987 across 174 accounts
Employer contributions
$257,662 in plan year 2024 (15% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2004
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.76 million went into the plan in contributions, $257,662 of it from the employer (15%).
  • $209,633 was paid out to participants.
  • Investment and other income added $2.62 million.
  • Administrative expenses were $67,003, about $385 per account.

How the The Edwards Companies, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019235$12.5 million$145,442$933,685
2020210$13.6 million$116,023$1.53 million
2021156$15.9 million$120,643$703,003
2022145$13.1 million$126,085$1.56 million
2023180$15.9 million$228,441$478,915
2024191$20.0 million$257,662$209,633

The Edwards Companies, Llc 401(k) Contact Information

Phone
614-241-2070
Mailing address
495 SOUTH HIGH STREET SUITE 150, COLUMBUS OH 43215
Plan sponsor
THE EDWARDS COMPANIES, LLC
Employer identification number (EIN)
35-2496878
Plan number
003

Questions about the The Edwards Companies, Llc 401(k)

Does The Edwards Companies, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $257,662, 15% of all contributions.

Does the The Edwards Companies, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Edwards Companies, Llc 401(k) plan?

191 participants at the start of plan year 2024, 144 of them active employees, and 72 former employees who still had money in the plan.

What is the average 401(k) balance at The Edwards Companies, Llc?

About $114,987 per account: $20.0 million in plan assets across 174 accounts with a balance at the end of plan year 2024.

Who manages the The Edwards Companies, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Edwards Companies, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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