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Original filing (PDF)20230130160943NAL0010904483001
EDGILE, LLC
Form 5500
FILING_RECEIVED
SPIN-OFF TERMINATION PLAN FOR EDGILE, LLC
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
23 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGILE, LLC.
Plan sponsor
Name
EDGILE, LLC
EIN
30-0050590
Address
7000 N MOPAC EXPRESSWAY · SUITE 200 · AUSTIN, TX · 78731
Phone
(512) 241-0919
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-06-30
Filed
2023-01-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 051 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PRESPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 827 | Pooled Separate Account | $0 | — |
| BAIRD AGGREGATE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 828 | Pooled Separate Account | $0 | — |
| DELAWARE SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 269 | Pooled Separate Account | $0 | — |
| FIDELITY REAL ESTATE INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 932 | Pooled Separate Account | $0 | — |
| JANUS TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | $0 | — |
| LEGAL & GENERAL 600 RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 243 | Pooled Separate Account | $0 | — |
| LEGAL & GENERAL S&P 400 RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 242 | Pooled Separate Account | $0 | — |
| LEGAL & GENERAL S&P 500 RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 831 | Pooled Separate Account | $0 | — |
| OAKMARK INTERNATIONAL RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 832 | Pooled Separate Account | $0 | — |
| SSGA EMERGING MARKETS INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 169 | Pooled Separate Account | $0 | — |
| SSGA INTERNATIONAL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $0 | — |
| SSGA U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TARGET RET 2065 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 933 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 806 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 807 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 808 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 809 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 810 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 811 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 812 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 813 | Pooled Separate Account | $0 | — |
| TA VANGUARD INSTL TRG RE 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 814 | Pooled Separate Account | $0 | — |
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