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Original filing (PDF)20251015075336NAL0005607632001
EDMUNDS GOVTECH, INC
Form 5500
FILING_RECEIVED
EDMUNDS GOVTECH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
214
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDMUNDS GOVTECH, INC.
Plan sponsor
Name
EDMUNDS GOVTECH, INC
EIN
22-2403081
Address
301 A TILTON ROAD · NORTHFIELD, NJ · 08225
Phone
(609) 645-7333
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | NONE | $34K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $21K | — |
Investments
25 direct securities· $15.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DWS Core Equity A DWS 0 | — | — | — | $2.4M | 15.2% | |
| PGIM Jennison Growth CL A PGIM 0 | — | — | — | $1.8M | 11.7% | |
| Putnam Money Market Trust A Putnam 0 | — | — | — | $1.7M | 10.9% | |
| PGIM Jennison Blend CL A PGIM 0 | — | — | — | $1.1M | 6.8% | |
| Invesco Discovery Large Cap A Invesco 0 | — | — | — | $959K | 6.2% | |
| PGIM Jennison Value CL A PGIM 0 | — | — | — | $891K | 5.8% | |
| DWS S&P 500 Index Fund A DWS 0 | — | — | — | $889K | 5.7% | |
| PGIM Government Income CL A PGIM 0 | — | — | — | $675K | 4.4% | |
| Fidelity Advisor Freedom 2050 M Fidelity 0 | — | — | — | $633K | 4.1% | |
| PGIM Jennison Utility CL A PGIM 0 | — | — | — | $614K | 4.0% | |
| Fidelity Advisor Freedom 2030 M Fidelity 0 | — | — | — | $598K | 3.9% | |
| Franklin Mutual Shares A Franklin 0 | — | — | — | $524K | 3.4% | |
| PIMCO Total Return A PIMCO 0 | — | — | — | $472K | 3.1% | |
| Fidelity Advisor Freedom 2040 M Fidelity 0 | — | — | — | $451K | 2.9% | |
| PGIM Jennison Natural Resources CL A PGIM 0 | — | — | — | $433K | 2.8% | |
| Invesco EQV International Equity A Invesco 0 | — | — | — | $357K | 2.3% | |
| BlackRock Mid-Cap Growth Equity Inv A BlackRock 0 | — | — | — | $174K | 1.1% | |
| Fidelity Advisor Freedom Blend 2060 A Fidelity 0 | — | — | — | $171K | 1.1% | |
| PGIM Global Total Return CL A PGIM 0 | — | — | — | $163K | 1.1% | |
| Rydex Russell 2000 Fund A Rydex 0 | — | — | — | $137K | 0.9% | |
| Invesco Global Strategic Income A Invesco 0 | — | — | — | $132K | 0.9% | |
| American Century Infl Adj Bond A American Century 0 | — | — | — | $88K | 0.6% | |
| Columbia Real Estate Equity A Columbia 0 | — | — | — | $78K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $54K | 0.3% | |
| Fidelity Advisor Freedom 2020 M Fidelity 0 | — | — | — | $33K | 0.2% |
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