How big is EDI Specialists, Inc.'s plan?

EDI Specialists, Inc.'s plan reported $4.9M in assets and 212 participants for 2024.

Original filing (PDF)20250702151305NAL0019027712001

EDI Specialists, Inc.

Name: EDI Specialists, Inc. — EDI Specialists, Inc. 401(k), Form 5500 (2024)
Creator: EDI Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EDI Specialists, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · EDI Specialists, Inc.'s EDI Specialists, Inc. 401(k) Profit Sharing Plan held $4.9M in plan assets for 212 participants in 2024.

Signals · 1

No auditor on file

Active participants

212

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Manuel Darosa signed EDI Specialists, Inc.'s 2024 Form 5500 as plan administrator.

Manuel Darosa — 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

EDI Specialists, Inc.'s EIN is 04-3275749.

EIN 04-3275749

Plan number 001

Plan year 2024

ACK ID 20250702151305NAL0019027712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EDI Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EDI Specialists, Inc.'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 EDI SPECIALISTS, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score