How big is Edgewood Management Group, LLC's plan?

Edgewood Management Group, LLC's plan reported $40.1M in assets and 2,871 participants for 2024.

Original filing (PDF)20251014155431NAL0004450976001

Edgewood Management Group, LLC

Name: Edgewood Management Group, LLC — Edgewood Management, Form 5500 (2024)
Creator: Edgewood Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Edgewood Management Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Edgewood Management Group, LLC's Edgewood Management Group, LLC 401(k) Profit Sharing Plan held $40.1M in plan assets for 2,871 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

40% in single holdingCorrective distributions issued

Active participants

2,871

Accounts w/ balance

1,186

Plan assets (EOY)

$40.1M

Net assets (EOY)

$40.1M

Plan identifiers

Edgewood Management Group, LLC's EIN is 26-3415102.

EIN 26-3415102

Plan number 001

Plan year 2024

ACK ID 20251014155431NAL0004450976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edgewood Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edgewood Management Group, 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 EDGEWOOD MANAGEMENT GROUP, LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

EDGEWOOD MANAGEMENT GROUP, LLC

EIN

all filings

Address

402 DEMERS AVENUE · SUITE 200 · GRAND FORKS, ND · 58201

Phone

(701) 757-5442

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	41-0417830	—	NONE	$129K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY LLP	—	FARGO, ND	AUDITOR	$11K	—

Other service providers

Investments

19 direct securities · 1 pooled fund· $77.4M(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.

Pooled Separate Account

$37.3M

1 holding

Pooled Separate Accounts

$37.3M

17 holdings

Stable Value

$2.2M

1 holding

Bonds / Notes

$608K

1 holding

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$37.3M	93.1%
Fidelity 500 Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$15.9M	39.6%
Vanguard Emergin Market Stock Index Admiral Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$4.0M	10.0%
Vanguard Developed Markets Index Admiral Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$4.0M	10.0%
Victory Pioneer Bond Y Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3.8M	9.6%
Fidelity Mid Cap Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3.1M	7.7%
Fidelity Small Cap Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2.8M	6.9%
Guaranteed Return Account Guaranteed Investment Contract N/A	Stable Value	—	—	$2.2M	5.6%
Thornburg Stratefic Income R5 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.9M	4.6%
JPMorgan Large Cap Growth I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$866K	2.2%
Notes receivable from participants Maturing 2025-2051 at Interest Rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$608K	1.5%
JPMorgan Mid Cap Growth I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$414K	1.0%
Invesco Discovery A Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$127K	0.3%
Putnam Large Cap Value Y Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$102K	0.3%
Fidelity US Bond Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$102K	0.3%
Goldman Sachs Instl Equity Insights Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$78K	0.2%
Goldman Sachs Small Cap Value Insights R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$73K	0.2%
Principal Diversified Real Asset Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$37K	<0.1%
Minnesota Life Insurance Company * American Century Mid Cap Value R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$37K	<0.1%
PIMCO Intl Bond (USD-Hdg) Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$16K	<0.1%