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Form 5500 · Retirement plan · OAK RIDGE, TN

EDGEWATER TECHNICAL ASSOCIATES LLC

The filing calls this plan EDGEWATER TECHNICAL ASSOCIATES LLC 401K PLAN.

EDGEWATER TECHNICAL ASSOCIATES LLC of OAK RIDGE, TN files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONWIDE LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3773610 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
831
Contracts on file
1
Contract value
$367,329
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.

The contracts held $367,329 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC758December$367,329$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
EDGEWATER TECHNICAL ASSOCIATES LLC
EIN 04-3773610
OSAIC WEALTH, INC
ADVISOR · EIN 93-0987232
$11,944
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$33,500,089
Paid out in benefits
$6,061,837
Participants at the start of the year
831
Participants with account balances
687

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 57-0735924
ROBINSON GRANT & CO. PA
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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