How big is EDM Partners LLC's plan?

EDM Partners LLC's plan reported $74K in assets and 6 participants for 2025.

Original filing (PDF)20260430220729NAL0000470993091

EDM Partners LLC

Name: EDM Partners LLC — EDM Partners 401(k) Plan, Form 5500 (2025)
Creator: EDM Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EDM Partners 401(k) Plan

401(k) retirement plan · EDM Partners LLC's EDM Partners 401(k) Plan held $74K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Elantha Barry signed EDM Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

EDM Partners LLC's EIN is 27-2604177.

EIN 27-2604177

Plan number 001

Plan year 2025

ACK ID 20260430220729NAL0000470993091

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for EDM Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

EDM Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDM PARTNERS 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