Back to filter
Original filing (PDF)20251013130242NAL0002020960001
EDISON PROPERTIES, LLC
Form 5500
FILING_RECEIVED
EDISON PROPERTIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
310
Accounts w/ balance
506
Plan assets (EOY)
$58.3M
Net assets (EOY)
$58.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Vanguard Wellington Adm" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDISON PROPERTIES, LLC.
Plan sponsor
Name
EDISON PROPERTIES, LLC
EIN
22-3442322
Address
110 EDISON PLACE SUITE 300 · NEWARK, NJ · 07102
Phone
(973) 643-7700
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | — | IRVINE, CA | OTHER | $25K | — |
Investments
25 direct securities · 1 pooled fund· $58.3M(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
$52.6M
25 holdings
Pooled Separate Account
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Vanguard Wellington Adm | — | — | — | $16.8M | 28.8% | |
| Empower Vanguard Institutional Index Instl | — | — | — | $9.3M | 15.9% | |
| Empower Blackrock Mid-Cap Growth Equity Instl | — | — | — | $5.9M | 10.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.6M | 9.7% | |
| Empower Annuity Insurance Guaranteed Income Fund (at contract value) | — | — | — | $4.2M | 7.2% | |
| Empower Vanguard Mid Cap Index Fund Admiral | — | — | — | $2.6M | 4.4% | |
| Empower American Funds Washington Mutual R6 | — | — | — | $2.3M | 4.0% | |
| Empower American Funds EuroPacific Gr R6 | — | — | — | $2.0M | 3.5% | |
| Empower Vanguard Total Bond Market Index | — | — | — | $2.0M | 3.4% | |
| Empower Vanguard Small Cap Index Adm | — | — | — | $1.4M | 2.5% | |
| Empower Vanguard Equity-Income Adm | — | — | — | $1.2M | 2.0% | |
| Empower Vanguard Total Intl Stock Index Admiral | — | — | — | $834K | 1.4% | |
| account) * Notes receivable Notes receivable from participants (interest $- | — | — | — | $729K | 1.3% | |
| Empower Dimensional Fund Advisors International Value | — | — | — | $587K | 1.0% | |
| Empower All Spring Special Mid Cap Value A | — | — | — | $470K | 0.8% | |
| Empower Vanguard Target Retirement 2040 | — | — | — | $401K | 0.7% | |
| Empower Fidelity Small-Cap Growth K6 | — | — | — | $354K | 0.6% | |
| Empower Vanguard Target Retirement 2045 | — | — | — | $335K | 0.6% | |
| Empower American Century Small Cap Value R6 | — | — | — | $297K | 0.5% | |
| Empower Vanguard Target Retirement 2025 | — | — | — | $293K | 0.5% | |
| Empower Vanguard Target Retirement 2055 | — | — | — | $246K | 0.4% | |
| Empower Vanguard Target Retirement 2030 | — | — | — | $212K | 0.4% | |
| Empower Vanguard Target Retirement 2035 | — | — | — | $130K | 0.2% | |
| Empower Vanguard Target Retirement 2050 | — | — | — | $85K | 0.1% | |
| Empower Vanguard Target Retirement 2060 | — | — | — | $32K | <0.1% | |
| Empower Vanguard Target Retirement Income | — | — | — | $22K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Real Estate plans
H.G. FENTON COMPANY
H.G. FENTON COMPANY 401(K) PLAN
$58.2M · 276 participants
RICHMAN REAL ESTATE INVESTMENTS, INC.
RICHMAN REAL ESTATE INVESTMENTS, INC. 401(K) RETIREMENT PLAN
$59.2M · 171 participants
BELMONT VILLAGE, L.P.
BELMONT VILLAGE, L.P. 401(K) SAVINGS PLAN
$59.2M · 2,688 participants
CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC
CNL FINANCIAL GROUP SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN
$57.1M · 118 participants
SITE CENTERS CORP.
SITE CENTERS CORP. 401(K) PLAN & TRUST
$56.7M · 221 participants
FISHER BROTHERS MANAGEMENT COMPANY
FISHER BROTHERS EMPLOYEES' SAVINGS PLAN
$59.9M · 170 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants