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Original filing (PDF)20251014050301NAL0001035283001
EDIFECS INC
Form 5500
FILING_RECEIVED
EDIFECS 401(K) PLAN
401(k) retirement plan
Active participants
442
Accounts w/ balance
526
Plan assets (EOY)
$72.2M
Net assets (EOY)
$72.2M
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)
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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDIFECS INC.
Plan sponsor
Name
EDIFECS INC
EIN
20-4516419
Address
1756 114TH AVE SE · BELLEVUE, WA · 98004
Phone
(206) 432-7558
Industry
Software Publishers· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
Investments
28 direct securities· $71.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $17.4M | 24.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $7.8M | 10.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $4.6M | 6.3% | |
| PUTNAM LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.0M | 5.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.3M | 4.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 4.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.9M | 4.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2.8M | 3.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 3.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2.6M | 3.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.6M | 3.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.6M | 3.6% | |
| CALAMOS TIMPANI SM CAP GR R6 | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.6M | 2.3% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $1.6M | 2.2% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| FIDELITY ADVISOR VALUE STRAT K | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $982K | 1.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $941K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $891K | 1.2% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $621K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $608K | 0.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $548K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $482K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $362K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $283K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $100K | 0.1% |