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Original filing (PDF)20251006081726NAL0006028240001
EDGECONNEX INC.
Form 5500
FILING_RECEIVED
EDGECONNEX INC. 401(K) PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
227
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGECONNEX INC..
Plan sponsor
Name
EDGECONNEX INC.
EIN
27-1401074
Address
2201 COOPERATIVE WAY · SUITE 200 · HERNDON, VA · 20171
Phone
(703) 880-5404
Industry
Information / Tech / Mediasee 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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
28 direct securities · 1 pooled fund· $31.7M(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.
Uncategorized
$30.8M
28 holdings
Common Collective Trust
$979K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor 500 Index Fund | — | — | — | $5.3M | 17.1% | |
| Fidelity Advisor Fidelity Freedom 2035 K | — | — | — | $5.1M | 16.6% | |
| Fidelity Advisor Contrafund | — | — | — | $2.8M | 9.1% | |
| Fidelity Advisor Fidelity Freedom 2045 K | — | — | — | $2.6M | 8.4% | |
| Fidelity Advisor Fidelity Freedom 2050 K | — | — | — | $2.5M | 8.0% | |
| Fidelity Advisor Fidelity Freedom 2030 K | — | — | — | $1.8M | 6.0% | |
| Fidelity Advisor Fidelity Freedom 2040 K | — | — | — | $1.5M | 4.7% | |
| Fidelity Advisor Government Market Fund 20 * Fidelity Advisor Extended Market Index Fund | — | — | — | $1.1M | 3.6% | |
| Wilmington Trust Galliard Retirement Income Fund 35 | — | — | — | $979K | 3.2% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $979K | 3.2% | |
| Fidelity Advisor Total Bond Fund | — | — | — | $931K | 3.0% | |
| Fidelity Advisor Fidelity Freedom 2060 K | — | — | — | $844K | 2.7% | |
| Fidelity Advisor Small Cap Growth Fund | — | — | — | $757K | 2.5% | |
| Fidelity Advisor Fidelity Freedom 2055 K | — | — | — | $675K | 2.2% | |
| MassMutual Select Mid Cap Growth I | — | — | — | $570K | 1.9% | |
| Fidelity Advisor Fidelity Freedom 2025 K | — | — | — | $522K | 1.7% | |
| Fidelity Advisor International Index Fund | — | — | — | $415K | 1.4% | |
| Columbia Dividend Income Adv | — | — | — | $383K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $327K | 1.1% | |
| Fidelity Advisor Fidelity Freedom 2020 K | — | — | — | $293K | 1.0% | |
| Fidelity Advisor Small Cap Value Fund | — | — | — | $248K | 0.8% | |
| ClearBridge International Growth Fund | — | — | — | $239K | 0.8% | |
| Fidelity Advisor U.S. Bond Index Fund | — | — | — | $233K | 0.8% | |
| PIMCO Income Adm | — | — | — | $185K | 0.6% | |
| John Hancock Disciplined Value Mid Cap Fund R6 | — | — | — | $179K | 0.6% | |
| Invesco Oppenheimer Developing Markets Y | — | — | — | $141K | 0.5% | |
| Fidelity Advisor Fidelity Freedom 2065 K | — | — | — | $120K | 0.4% | |
| PIMCO All Asset Fund Institutional Class | — | — | — | $100K | 0.3% | |
| Fidelity Advisor Freedom Fund 472 * Fidelity Advisor Fidelity Freedom 2015 K | — | — | — | $6K | <0.1% |
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