How big is Edge Financial Advisors, LLC's plan?

Edge Financial Advisors, LLC's plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20250903111227NAL0015313425001

Edge Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Edge Portfolio Management, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Edge Financial Advisors, LLC's Edge Portfolio Management, LLC 401(k) and Profit Sharing Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Edge Financial Advisors, LLC's EIN is 03-0567580.

EIN 03-0567580

Plan number 001

Plan year 2024

ACK ID 20250903111227NAL0015313425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edge Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDGE FINANCIAL 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