Back to filter
Original filing (PDF)20250516153322NAL0015587283001
EDGETECH ANALYTICS, LLC
Form 5500-SF
FILING_RECEIVED
EDGETECH ANALYTICS, LLC PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGETECH ANALYTICS, LLC.
Plan sponsor
Name
EDGETECH ANALYTICS, LLC
EIN
20-5806132
Address
822 KUMHO DRIVE, SUITE 300 · FAIRLAWN, OH · 44333
Phone
(330) 668-2616
Industry
Finance & Insurancesee 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
2025-05-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
PROXYVOTE PLUS HOLDINGS, INC.
PROXYVOTE PLUS HOLDINGS, INC. PROFIT SHARING 401(K) PLAN
$1.8M · 4 participants
BUSHEY FINANCIAL SERVICES, INC.
BUSHEY FINANCIAL SERVICES, INC. 401K RETIREMENT PLAN
$1.8M · 6 participants
3EDGE ASSET MANAGEMENT
3EDGE ASSET MANAGEMENT 401(K) PLAN
$1.8M · 21 participants
BELLIN, INC.
BELLIN, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
M33 GROWTH LLC
M33 GROWTH LLC CASH BALANCE PLAN
$1.8M · 6 participants
WOODWAY MANAGEMENT LLC
WOODWAY MANAGEMENT LLC 401(K) PLAN
$1.8M · 12 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants