How big is Edgewater Equity, LLC's plan?

Edgewater Equity, LLC's plan reported $7.6M in assets and 92 participants for 2025.

Original filing (PDF)20260520154822NAL0002566112001

Edgewater Equity, LLC

Name: Edgewater Equity, LLC — Edgewater Equity, LLC Profit, Form 5500 (2025)
Creator: Edgewater Equity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edgewater Equity, LLC Profit Sharing Plan

401(k) retirement plan · Edgewater Equity, LLC's Edgewater Equity, LLC Profit Sharing Plan held $7.6M in plan assets for 92 participants in 2025.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Rosalynn Ritschard signed Edgewater Equity, LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Edgewater Equity, LLC's EIN is 20-8706257.

EIN 20-8706257

Plan number 001

Plan year 2025

ACK ID 20260520154822NAL0002566112001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Edgewater Equity, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Edgewater Equity, 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 EDGEWATER EQUITY, 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