How big is Edgepoint Capital Holdings LLC's plan?

Edgepoint Capital Holdings LLC's plan reported $1.0M in assets and 21 participants for 2022.

Original filing (PDF)20230428135636NAL0013816305001

Edgepoint Capital Holdings LLC

Name: Edgepoint Capital Holdings LLC — Edgepoint Capital, Form 5500 (2022)
Creator: Edgepoint Capital Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edgepoint Capital Holdings LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Edgepoint Capital Holdings LLC's Edgepoint Capital Holdings LLC 401(k) Profit Sharing Plan and Trust held $1.0M in plan assets for 21 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Thomas Zucker signed Edgepoint Capital Holdings LLC's 2022 Form 5500 as plan administrator.

Thomas Zucker — 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

Edgepoint Capital Holdings LLC's EIN is 26-1946357.

EIN 26-1946357

Plan number 001

Plan year 2022

ACK ID 20230428135636NAL0013816305001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Edgepoint Capital Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Edgepoint Capital Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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