Kevin IGO signed Edge One LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edge One LLC's EIN is 04-3423004.
Download the official 2024 Form 5500 (PDF) for Edge One LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edge One LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.6M | 14.1% | |
| METLIFE REL ST VAL 25053 - 50 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.6M | 14.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 5.6% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $930K | 5.1% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $883K | 4.8% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $821K | 4.5% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $790K | 4.3% | |
| DWS HIGH INCOME FUND-A | Registered Investment Companies | — | — | $763K | 4.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $759K | 4.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $641K | 3.5% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $598K | 3.3% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $591K | 3.2% | |
| AMERICAN FUNDS NEW ECONOMY -R | Registered Investment Companies | — | — | $584K | 3.2% | |
| AMF RET INC PORT - CONS - R4 | Registered Investment Companies | — | — | $488K | 2.7% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $481K | 2.6% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $435K | 2.4% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $420K | 2.3% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $386K | 2.1% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $311K | 1.7% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $274K | 1.5% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $252K | 1.4% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $228K | 1.2% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $212K | 1.2% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $212K | 1.2% | |
| JANUS HEN DEVEL WORLD BOND A | Registered Investment Companies | — | — | $112K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $15K |
| — |
