How big is Edge GEO, LLC's plan?

Edge GEO, LLC's plan reported $756K in assets and 4 participants for 2024.

Original filing (PDF)20250325094747NAL0014186689001

Edge GEO, LLC

Name: Edge GEO, LLC — Edge GEO LLC 401(k) Plan, Form 5500 (2024)
Creator: Edge GEO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge GEO LLC 401(k) Plan

401(k) retirement plan · Edge GEO, LLC's Edge GEO LLC 401(k) Plan held $756K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

People on this filing

Tony Cooper signed Edge GEO, LLC's 2024 Form 5500 as plan administrator.

Tony Cooper — 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

Edge GEO, LLC's EIN is 27-4042478.

EIN 27-4042478

Plan number 001

Plan year 2024

ACK ID 20250325094747NAL0014186689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

EDGE GEO, LLC

EIN

all filings

Address

6160 WARREN PARKWAY, SUITE 100 · FRISCO, TX · 75034

Phone

(469) 362-0556

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-03-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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