Original filing (PDF)20250619154125NAL0004800512001

EDISON INVESTMENT ADVISORS LLC

Name: EDISON INVESTMENT ADVISORS LLC — EDISON INVESTMENT ADVISORS, LLC PROFIT SHARING / 401(K) PLAN, Form 5500 (2024)
Creator: EDISON INVESTMENT ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

EDISON INVESTMENT ADVISORS, LLC PROFIT SHARING / 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDISON INVESTMENT ADVISORS LLC.

Plan sponsor

Name

EDISON INVESTMENT ADVISORS LLC

EIN

22-3551839

Address

26 MAIN ST · SUITE 103 · CHATHAM, NJ · 07928

Phone

(973) 992-4952

Industry

Finance & Insurancesee 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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

QUESTMONT VIRTUAL FAMILY OFFICE

QUESTMONT VIRTUAL FAMILY OFFICE 401(K) PLAN

$2.8M · 7 participants

CROSSBAY CAPITAL PARTNERS LLC

CROSSBAY CAPITAL PARTNERS LLC 401(K) PLAN

$2.8M · 11 participants

RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC

RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN & TRUST

$2.8M · 10 participants

PARAGON CAPITAL MANAGEMENT, INC.

PARAGON CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN

$2.8M · 1 participants

G.W. SHERWOLD ASSOCIATES, INC.