How big is Edge Group LLC's plan?

Edge Group LLC's plan reported $793K in assets and 20 participants for 2023.

Original filing (PDF)20240515103039NAL0021625171001

Edge Group LLC

Name: Edge Group LLC — Edge Group LLC 401(k) Profit, Form 5500 (2023)
Creator: Edge Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Edge Group LLC's Edge Group LLC 401(k) Profit Sharing Plan & Trust held $793K in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

Edward Rojas signed Edge Group LLC's 2023 Form 5500 as plan administrator.

Edward Rojas — 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

Edge Group LLC's EIN is 20-0635847.

EIN 20-0635847

Plan number 001

Plan year 2023

ACK ID 20240515103039NAL0021625171001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Edge Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Edge Group LLC'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 EDGE GROUP LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score