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Original filing (PDF)20251015141523NAL0002551907001
EDGEWOOD PROPERTIES, INC.
Form 5500
FILING_RECEIVED
EDGEWOOD PROPERTIES 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
368
Accounts w/ balance
204
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "participants" is 35% of plan.
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWOOD PROPERTIES, INC..
Plan sponsor
Name
EDGEWOOD PROPERTIES, INC.
EIN
22-3151865
Address
1260 STELTON RD · PISCATAWAY, NJ · 08854
Phone
(732) 985-1900
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $35K | — |
Investments
44 direct securities · 1 pooled fund· $21.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.4M
19 holdings
Registered Investment Companies
$8.1M
25 holdings
Common Collective Trust
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| participants | — | — | — | $9.9M | 98.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.1M | 10.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $772K | 7.7% | |
| Class Fidelity Fidelity-Fidelity 500 Index Fund | — | — | — | $772K | 7.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $627K | 6.3% | |
| Vanguard Vanguard-Target Retirement 2045 Fund Investor | Registered Investment Companies | — | — | $585K | 5.9% | |
| Vanguard Vanguard-Mid Cap Value Index Admiral | — | — | — | $577K | 5.8% | |
| Cap Val Inst Dimensional Fund Advisors Dimensional Fund Advisors-DFA US Small Cap Portfolio | — | — | — | $539K | 5.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $516K | 5.2% | |
| Vanguard Vanguard-Balanced Index Fund Admiral Shares | — | — | — | $516K | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $515K | 5.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $481K | 4.8% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $449K | 4.5% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $430K | 4.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $372K | 3.7% | |
| Vanguard Vanguard-Target Retirement 2050 Fund Investor | Registered Investment Companies | — | — | $353K | 3.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $324K | 3.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $324K | 3.2% | |
| Vanguard Vanguard-Small Cap Index Admiral | — | — | — | $292K | 2.9% | |
| Vanguard Vanguard-Target Retirement 2040 Fund Investor | Registered Investment Companies | — | — | $279K | 2.8% | |
| iShares iShares-US Aggregate Bond Index Fund - Class K | Registered Investment Companies | — | — | $270K | 2.7% | |
| Institutional Class Dimensional Fund Advisors Dimensional Fund Advisors-Global Equity Institutional | Registered Investment Companies | — | — | $197K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $178K | 1.8% | |
| Vanguard Vanguard-Target Retirement 2060 Fund Investor | — | — | — | $178K | 1.8% | |
| Vanguard Vanguard-Lifestrategy Growth | — | — | — | $150K | 1.5% | |
| Fidelity Fidelity-Fidelity Inflation Protected Bond Index Fund | — | — | — | $127K | 1.3% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $127K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $124K | 1.2% | |
| Vanguard Vanguard-Target Retirement 2065 Fund Investor | — | — | — | $124K | 1.2% | |
| Notes receivable from Interest rates 4.25% to 9.5%. Maturity dates through 2029 | — | — | — | $115K | 1.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $48K | 0.5% | |
| Vanguard Vanguard-Lifestrategy Mod Growth | — | — | — | $37K | 0.4% | |
| Pioneer Pioneer-Strategic Income Fund - Class K | — | — | — | $31K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $30K | 0.3% | |
| Vanguard Vanguard-Emerging Markets Stock Index Admiral Shares | — | — | — | $30K | 0.3% | |
| Vanguard Vanguard-Lifestrategy Conserv GR - IN | — | — | — | $28K | 0.3% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $28K | 0.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9K | <0.1% | |
| Cap Growth Portfolio Inst Class Dimensional Fund Advisors Dimensional Fund Advisors-DFA US International Small | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| Vanguard Vanguard-Target Retirement Inc. Fund Investor | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1K | <0.1% |
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