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Edwards Companies 401(k) Savings Plan and Trust

The Edwards Companies, LLC, Columbus OH. Employer ID 352496878, plan number 003. Annual reports on file for 2016 to 2025.

Where the money went

Plans that moved money into this one:

  1. Filed 2016-2025Edwards Companies 401(k) Savings Plan and Trust, The Edwards Companies, LLC
  2. TodayEdwards Companies 401(k) Savings Plan and Trust still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2025 filing.

Left in 2019? Worth asking about employer money

  • In plan year 2019, active participants fell from 190 to 145 (24%), and 45 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201621537Filing
201723947Filing
201823543Filing
201921063Filing
202015658Filing
202114559Filing
202218059Filing
202319164Filing
202421872Filing
202522174Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.