Original filing (PDF)20250703161338NAL0001738050002

CHARLES EDISON FUND

Name: CHARLES EDISON FUND — CHARLES EDISON FUND RETIREMENT PLAN, Form 5500 (2024)
Creator: CHARLES EDISON FUND

Form 5500-SF

FILING_RECEIVED

CHARLES EDISON FUND RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES EDISON FUND.

Plan sponsor

Name

CHARLES EDISON FUND

EIN

22-1514861

Address

1037 RAYMOND BLVD. · SUITE 340 · NEWARK, NJ · 07102

Phone

(973) 648-0500

Industry

Arts, Entertainment, Recreationsee 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

2025-07-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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