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Original filing (PDF)20251009091437NAL0011134528001
EDGE TECHNOLOGY SERVICES, INC.
Form 5500
FILING_RECEIVED
EDGE TECHNOLOGY SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
124
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGE TECHNOLOGY SERVICES, INC..
Plan sponsor
Name
EDGE TECHNOLOGY SERVICES, INC.
EIN
06-1568661
Address
116 WASHINGTON AVENUE · 3RD FLOOR · NORTH HAVEN, CT · 06473
Phone
(860) 635-3342
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEACH & MCPHERSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $369 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $6K | — |
Investments
23 direct securities · 1 pooled fund· $3.3M(100% of reported assets)
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.
Uncategorized
$3.1M
23 holdings
Common Collective Trust
$121K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Large Cap Growth Index Fund Mutual Fund 12,036 (1) | — | — | — | $471K | 14.4% | |
| Fidelity Advisor Freedom 2040 Fund Class Z Mutual Fund 28,185 (1) | — | — | — | $466K | 14.3% | |
| Fidelity Advisor Freedom 2030 Fund Class Z Mutual Fund 25,089 (1) | — | — | — | $355K | 10.9% | |
| BNY Mellon Institutional S&P 500 Fund Mutual Fund 6,025 (1) | — | — | — | $307K | 9.4% | |
| Fidelity Advisor Freedom 2055 Fund Class Z Mutual Fund 15,929 (1) | — | — | — | $238K | 7.3% | |
| Fidelity Advisor Freedom 2060 Fund Class Z Mutual Fund 14,382 (1) | — | — | — | $196K | 6.0% | |
| Fidelity Advisor Freedom 2020 Fund Class Z Mutual Fund 14,343 (1) | — | — | — | $168K | 5.1% | |
| Fidelity Advisor Freedom 2050 Fund Class Z Mutual Fund 9,924 (1) | — | — | — | $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) | — | — | — | $110K | 3.4% | |
| BlackRock Global Allocation Inst.Shares Mutual Fund 4,936 (1) | — | — | — | $92K | 2.8% | |
| Fidelity Advisor International Growth Inst.Shares Mutual Fund 4,226 (1) | — | — | — | $84K | 2.6% | |
| BlackRock Health Sciences Opprt.Port.Inst.Shares Mutual Fund 1,141 (1) | — | — | — | $77K | 2.4% | |
| American Century Mid Cap Value Fund Inv.Cl. Mutual Fund 4,920 (1) | — | — | — | $76K | 2.3% | |
| Fidelity Advisor Freedom 2035 Fund Class Z Mutual Fund 4,745 (1) | — | — | — | $69K | 2.1% | |
| Fidelity Advisor Freedom 2045 Fund Class Z Mutual Fund 5,089 (1) | — | — | — | $67K | 2.1% | |
| Janus Henderson Triton Fund Class T Mutual Fund 2,076 (1) | — | — | — | $54K | 1.7% | |
| Fidelity Advisor Freedom 2025 Fund Class Z Mutual Fund 4,231 (1) | — | — | — | $53K | 1.6% | |
| Fidelity Advisor Freedom 2010 Fund Class Z Mutual Fund 2,561 (1) | — | — | — | $27K | 0.8% | |
| Fidelity International Index Fund Mutual Fund 552 (1) | — | — | — | $26K | 0.8% | |
| Fidelity Advisor Freedom 2065 Fund Class Z Mutual Fund 1,833 (1) | — | — | — | $24K | 0.7% | |
| Trust Allspring Emerging Markets Equity Income Fund Mutual Fund 1,986 (1) | — | — | — | $24K | 0.7% | |
| Plan Participants Participant Loans - (1) | — | — | — | $23K | 0.7% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund 31 (1) | — | — | — | $1K | <0.1% |
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