LISA Masse signed Edge Technology Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edge Technology Services, Inc.'s EIN is 06-1568661.
Download the official 2024 Form 5500 (PDF) for Edge Technology Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edge Technology Services, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $369 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Large Cap Growth Index Fund Mutual Fund 12,036 (1) | Common Collective Trusts | — | — | $471K | 14.4% | |
| Fidelity Advisor Freedom 2040 Fund Class Z Mutual Fund 28,185 (1) | Mutual Funds | — | — | $466K | 14.3% | |
| Fidelity Advisor Freedom 2030 Fund Class Z Mutual Fund 25,089 (1) | Mutual Funds | — | — | $355K | 10.9% | |
| BNY Mellon Institutional S&P 500 Fund Mutual Fund 6,025 (1) | Common Collective Trusts | — | — | $307K | 9.4% | |
| Fidelity Advisor Freedom 2055 Fund Class Z Mutual Fund 15,929 (1) | Mutual Funds | — | — | $238K | 7.3% | |
| Fidelity Advisor Freedom 2060 Fund Class Z Mutual Fund 14,382 (1) | Mutual Funds | — | — | $196K | 6.0% | |
| Fidelity Advisor Freedom 2020 Fund Class Z Mutual Fund 14,343 (1) | Mutual Funds | — | — | $168K | 5.1% | |
| Fidelity Advisor Freedom 2050 Fund Class Z Mutual Fund 9,924 (1) | Mutual Funds | — | — | $133K | 4.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $121K | 3.7% | |
| Fidelity Advisor Strategic Income Inst.Shares Mutual Fund 9,508 (1) | Mutual Funds | — | — | $110K | 3.4% | |
| BlackRock Global Allocation Inst.Shares Mutual Fund 4,936 (1) | Other securities | — | — | $92K | 2.8% | |
| Fidelity Advisor International Growth Inst.Shares Mutual Fund 4,226 (1) | Mutual Funds | — | — | $84K | 2.6% | |
| BlackRock Health Sciences Opprt.Port.Inst.Shares Mutual Fund 1,141 (1) | Other securities | — | — | $77K | 2.4% | |
| American Century Mid Cap Value Fund Inv.Cl. Mutual Fund 4,920 (1) | Other securities | — | — | $76K | 2.3% | |
| Fidelity Advisor Freedom 2035 Fund Class Z Mutual Fund 4,745 (1) | Mutual Funds | — | — | $69K | 2.1% | |
| Fidelity Advisor Freedom 2045 Fund Class Z Mutual Fund 5,089 (1) | Mutual Funds | — | — | $67K | 2.1% | |
| Janus Henderson Triton Fund Class T Mutual Fund 2,076 (1) | Mutual Funds | — | — | $54K | 1.7% | |
| Fidelity Advisor Freedom 2025 Fund Class Z Mutual Fund 4,231 (1) | Mutual Funds | — | — | $53K | 1.6% | |
| Fidelity Advisor Freedom 2010 Fund Class Z Mutual Fund 2,561 (1) | Mutual Funds | — | — | $27K | 0.8% | |
| Fidelity International Index Fund Mutual Fund 552 (1) | Common Collective Trusts | — | — | $26K | 0.8% | |
| Fidelity Advisor Freedom 2065 Fund Class Z Mutual Fund 1,833 (1) | Mutual Funds | — | — | $24K | 0.7% | |
| Trust Allspring Emerging Markets Equity Income Fund Mutual Fund 1,986 (1) | Other securities | — | — | $24K | 0.7% | |
| Plan Participants Participant Loans - (1) | Participant loans | — | — | $23K | 0.7% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund 31 (1) | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
