JON Dario signed Edison Properties, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edison Properties, LLC's EIN is 22-3442322.
Download the official 2024 Form 5500 (PDF) for Edison Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edison Properties, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | — | IRVINE, CA | OTHER | $25K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Vanguard Wellington Adm | Mutual Funds | — | — | $16.8M | 28.8% | |
| Empower Vanguard Institutional Index Instl | Mutual Funds | — | — | $9.3M | 15.9% | |
| Empower Blackrock Mid-Cap Growth Equity Instl | Other securities | — | — | $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) | Other securities | — | — | $4.2M | 7.2% | |
| Empower Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $2.6M | 4.4% | |
| Empower American Funds Washington Mutual R6 | Mutual Funds | — | — | $2.3M | 4.0% | |
| Empower American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $2.0M | 3.5% | |
| Empower Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.0M | 3.4% | |
| Empower Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.4M | 2.5% | |
| Empower Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.2M | 2.0% | |
| Empower Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $834K | 1.4% | |
| account) * Notes receivable Notes receivable from participants (interest $- | Other securities | — | — | $729K | 1.3% | |
| Empower Dimensional Fund Advisors International Value | Mutual Funds | — | — | $587K | 1.0% | |
| Empower All Spring Special Mid Cap Value A | Other securities | — | — | $470K | 0.8% | |
| Empower Vanguard Target Retirement 2040 | Mutual Funds | — | — | $401K | 0.7% | |
| Empower Fidelity Small-Cap Growth K6 | Mutual Funds | — | — | $354K | 0.6% | |
| Empower Vanguard Target Retirement 2045 | Mutual Funds | — | — | $335K | 0.6% | |
| Empower American Century Small Cap Value R6 | Other securities | — | — | $297K | 0.5% | |
| Empower Vanguard Target Retirement 2025 | Mutual Funds | — | — | $293K | 0.5% | |
| Empower Vanguard Target Retirement 2055 | Mutual Funds | — | — | $246K | 0.4% | |
| Empower Vanguard Target Retirement 2030 | Mutual Funds | — | — | $212K | 0.4% | |
| Empower Vanguard Target Retirement 2035 | Mutual Funds | — | — | $130K | 0.2% | |
| Empower Vanguard Target Retirement 2050 | Mutual Funds | — | — | $85K | 0.1% | |
| Empower Vanguard Target Retirement 2060 | Mutual Funds | — | — | $32K | <0.1% | |
| Empower Vanguard Target Retirement Income | Mutual Funds | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
