How big is Edgewood Capital Advisors LLC's plan?

Edgewood Capital Advisors LLC's plan reported $5.1M in assets and 16 participants for 2024.

Original filing (PDF)20250822145430NAL0005392913001

Edgewood Capital Advisors LLC

Name: Edgewood Capital Advisors LLC — Edgewood Capital, Form 5500 (2024)
Creator: Edgewood Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edgewood Capital Advisors 401(k) Plan

401(k) retirement plan · Edgewood Capital Advisors LLC's Edgewood Capital Advisors 401(k) Plan held $5.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Thomas McDevitt signed Edgewood Capital Advisors LLC's 2024 Form 5500 as plan administrator.

Thomas McDevitt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edgewood Capital Advisors LLC's EIN is 01-0653951.

EIN 01-0653951

Plan number 001

Plan year 2024

ACK ID 20250822145430NAL0005392913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edgewood Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edgewood Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDGEWOOD CAPITAL ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score