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Original filing (PDF)20251003130115NAL0000816595002
EDMUNDS.COM, INC.
Form 5500
FILING_RECEIVED
EDMUNDS.COM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
482
Accounts w/ balance
668
Plan assets (EOY)
$143.7M
Net assets (EOY)
$143.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab S&P 500 Index Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDMUNDS.COM, INC..
Plan sponsor
Name
EDMUNDS.COM, INC.
EIN
13-2587380
Address
2401 COLORADO AVENUE · SANTA MONICA, CA · 90404
Phone
(310) 309-6373
Industry
Information / Tech / Mediasee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP, LLC | 56-1623293 | — | NONE | $38K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $32K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $619 | — |
Investments
28 direct securities· $143.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | — | — | — | $39.7M | 27.6% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $12.1M | 8.4% | |
| MFS Lifetime 2050 R4 | — | — | — | $9.9M | 6.9% | |
| Charles Schwab Personal Choice Retirement Account | — | — | — | $8.9M | 6.2% | |
| MFS Lifetime 2040 R4 | — | — | — | $7.6M | 5.3% | |
| Charles Schwab Value Advantage Money Fund | — | — | — | $7.4M | 5.1% | |
| Columbia Dividend Income Fund | — | — | — | $5.9M | 4.1% | |
| Fidelity Mid-Cap Index | — | — | — | $5.8M | 4.1% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $5.8M | 4.0% | |
| Fidelity International Index Fund | — | — | — | $5.6M | 3.9% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $5.5M | 3.8% | |
| Fidelity Small Cap Index | — | — | — | $4.7M | 3.3% | |
| Lord Abbett Total Return Fund | — | — | — | $4.4M | 3.1% | |
| Fidelity Interm Trsy BD Index | — | — | — | $3.4M | 2.4% | |
| MFS Lifetime 2030 R4 | — | — | — | $3.3M | 2.3% | |
| Eaton Vance Income Fund of Boston | — | — | — | $2.6M | 1.8% | |
| MFS International Growth Fund | — | — | — | $2.6M | 1.8% | |
| Hood River Small Cap Growth Fund | — | — | — | $2.2M | 1.5% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $1.8M | 1.3% | |
| MFS Lifetime 2060 R4 | — | — | — | $1.6M | 1.1% | |
| MFS Lifetime Income R4 | — | — | — | $936K | 0.7% | |
| Participant Loans | — | — | — | $844K | 0.6% | |
| Victory Sycamore Established Value Fund | — | — | — | $768K | 0.5% | |
| MFS Lifetime 2065 R4 | — | — | — | $467K | 0.3% | |
| MFS Lifetime 2045 R4 | — | — | — | $30K | <0.1% | |
| MFS Lifetime 2035 R4 | — | — | — | $28K | <0.1% | |
| MFS Lifetime 2055 R4 | — | — | — | $20K | <0.1% | |
| MFS Lifetime 2025 R4 | — | — | — | $8K | <0.1% |
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