Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Peggy S. Edge, CPA, LLC
Peggy S. Edge, CPA, LLC
- Service provider, as named on Schedule C
- EIN 264527814
- Plan year 2024
- Direct compensation reported $143,100
Assets of those plans
$10,878,230,805
0.14% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$143,100
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 8 |
| 50 | Direct payment from the plan | 5 |
| 15 | Recordkeeping and information management | 4 |
| 17 | Consulting (pension) | 3 |
| 64 | Recordkeeping fees | 3 |
| 70 | Consulting fees | 3 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bae Systems Employees' Savings and Investment Planrecordkeeper | Bae Systems | $10,624,156,570 | 57,488 | $29,100 |
| Mood401(k) Savings and Retirement Plan | DMX LLC D/B/A Mood Media | $83,262,446 | 952 | $28,000 |
| CWS Savings Plan (401(k)) | CWS Capital Partners | $48,923,017 | 1,283 | $9,000 |
| E78 Partners LLC 401(k) Plan | Element 78 Partners | $32,674,304 | 424 | $9,000 |
| Molecular Templates, Inc. 401(k) Plan | Molecular Templates | $18,772,679 | 243 | $8,500 |
| Vinton Steel, LLC 401(k) Profit Sharing Planrecordkeeper | Vinton Steel | $16,810,296 | 320 | $9,000 |
| STG Design Profit Sharing 401(k) Plan | Susman Tisdale Gayle Architects DBA STG Design | $14,056,735 | 129 | $8,000 |
| The San Antonio Country Club Retirement Savings Planrecordkeeper | San Antonio Country Club | $11,406,424 | 206 | $17,000 |
| Safeguard Global 401(k) Plan | Safeguard World International | $10,275,636 | 166 | $9,000 |
| Sente Mortgage Retirement Savings Plan | Sente Mortgage | $8,949,227 | 0 | $8,000 |
| DA Defense Logistics 401(k) Planrecordkeeper | DA Defense Logistics HQ | $8,943,471 | 437 | $8,500 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.