Edge Financial Advisors, LLC (EIN 03-0567580) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.3M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Edge Portfolio Management, LLC 401(k) and Profit Sharing Plan | 001 | 6 | $2.3M |
| Edge Financial Advisors, LLC Cash Balance Plan | 002 | 6 | $1.1M |
03-0567580 is the Employer Identification Number (EIN) Edge Financial Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
