How big is Charles Edison Fund's plan?

Charles Edison Fund's plan reported $2.9M in assets and 7 participants for 2024.

Original filing (PDF)20250703161338NAL0001738050002

Charles Edison Fund

Name: Charles Edison Fund — Charles Edison Fund Retirement, Form 5500 (2024)
Creator: Charles Edison Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Edison Fund Retirement Plan

403(b) retirement plan · Charles Edison Fund's Charles Edison Fund Retirement Plan held $2.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

John P. Keegan signed Charles Edison Fund's 2024 Form 5500 as plan administrator.

John P. Keegan — 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

Charles Edison Fund's EIN is 22-1514861.

EIN 22-1514861

Plan number 001

Plan year 2024

ACK ID 20250703161338NAL0001738050002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Edison Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Edison Fund's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES EDISON FUND.

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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

Knocking points off