How big is Edison Investment Advisors LLC's plan?

Edison Investment Advisors LLC's plan reported $2.8M in assets and 6 participants for 2024.

Original filing (PDF)20250619154125NAL0004800512001

Edison Investment Advisors LLC

Name: Edison Investment Advisors LLC — Edison Investment, Form 5500 (2024)
Creator: Edison Investment Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edison Investment Advisors, LLC Profit Sharing / 401(k) Plan

401(k) retirement plan · Edison Investment Advisors LLC's Edison Investment Advisors, LLC Profit Sharing / 401(k) Plan held $2.8M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Cynthia Gavenda signed Edison Investment Advisors LLC's 2024 Form 5500 as plan administrator.

Cynthia Gavenda — 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

Edison Investment Advisors LLC's EIN is 22-3551839.

EIN 22-3551839

Plan number 001

Plan year 2024

ACK ID 20250619154125NAL0004800512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edison Investment Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score