Original filing (PDF)20260114101149NAL0015680001001

T. L. EDWARDS, INC.

Name: T. L. EDWARDS, INC. — T. L. EDWARDS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: T. L. EDWARDS, INC.

Form 5500-SF

FILING_RECEIVED

T. L. EDWARDS, INC. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T. L. EDWARDS, INC..

Plan sponsor

Name

T. L. EDWARDS, INC.

EIN

04-2448260

Address

100 WALES AVENUE · PO BOX 507 · AVON, MA · 02322

Phone

(508) 583-2029

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

THELEN SAND AND GRAVEL, INC.

THELEN SAND AND GRAVEL, INC. RETIREMENT PLAN

$17.8M · 11 participants

HC SERVICES LLC

HC SERVICES LLC 401(K) PLAN

$17.5M · 118 participants

SMART SAND INC

SMART SAND, INC. RETIREMENT PLAN

$16.8M · 282 participants

HILLTOP BASIC RESOURCES, INC

HILLTOP BASIC RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN

$16.8M · 128 participants

THE FORDYCE COMPANY

RETIREMENT PLAN FOR EMPLOYEES OF FORDYCE COMPANY