· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EDGE SALES & MARKETING, INC. — EDGE SALES & MARKETING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626133656NAL0009024385001
EDGE SALES & MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
EDGE SALES & MARKETING 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
17
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EDGE SALES & MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
EDGE SALES & MARKETING, INC.
EIN
01-0604758
Address
3875 HOPYARD RD · SUITE 170 · PLEASANTON, CA · 94588
Phone
(925) 224-8630
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
KAISER WHOLESALE INC.
KAISER WHOLESALE INC. 401(K) PLAN AND PROFIT SHARING PLAN
$3.4M · 28 participants
NHA INC.
NHA INC. PENSION PLAN
$3.4M · 7 participants
RIVIERA PRODUCE CORP.
RIVIERA PRODUCE CORP. 401(K) PLAN
$3.4M · 164 participants
DNI GROUP LLC
DNI GROUP, LLC 401(K) & PROFIT SHARING PLAN
$3.4M · 20 participants
INTERNATIONAL DELICACIES
INTERNATIONAL DELICACIES 401(K)PROFIT SHARING PLAN TRUST
$3.4M · 14 participants
80
Knocking points off
57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MATTHEWS SALES CORPORATION
MATTHEWS SALES CORPORATION RETIREMENT PLAN
$3.4M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
