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Original filing (PDF)20251014150221NAL0006480786001
EDAPTIVE COMPUTING, INC.
Form 5500
FILING_RECEIVED
EDAPTIVE COMPUTING, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
84
Accounts w/ balance
116
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Adm Vanguard 0" is 26% of plan.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDAPTIVE COMPUTING, INC..
Plan sponsor
Name
EDAPTIVE COMPUTING, INC.
EIN
31-1497253
Address
210 E SPRING VALLEY PIKE · STE C · DAYTON, OH · 45458
Phone
(937) 433-0477
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MANNING & ASSOCIATES CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
34 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.3M | 25.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $953K | 18.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $617K | 12.1% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $403K | 7.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $325K | 6.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $299K | 5.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $227K | 4.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $178K | 3.5% | |
| Victory Nasdaq-100 Index R6 Victory 0 | — | — | — | $128K | 2.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $110K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $104K | 2.0% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $73K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $72K | 1.4% | |
| American Funds Washington Mutual R6 American Funds 0 719 Vanguard 500 Index Adm Vanguard 0 | — | — | — | $70K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $34K | 0.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $29K | 0.6% | |
| Fidelity Small Cap Growth K6 Fidelity 0 | — | — | — | $27K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $22K | 0.4% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $20K | 0.4% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $16K | 0.3% | |
| Fidelity Small Cap Index Fidelity 0 366 Vanguard Explorer Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | 0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $7K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $6K | 0.1% | |
| Invesco Intl Small-Mid Company R6 Invesco 0 | — | — | — | $6K | 0.1% | |
| MFS Limited Maturity R6 MFS 0 | — | — | — | $5K | <0.1% | |
| Principal Real Estate Securities R6 Principal 0 | — | — | — | $5K | <0.1% | |
| Victory Pioneer Strategic Income R6 Victory 0 | — | — | — | $5K | <0.1% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $5K | <0.1% | |
| Invesco Core Plus Bond R6 Invesco 0 | — | — | — | $5K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| Schwab 1000 Index Fund Inv Schwab 0 | — | — | — | $1K | <0.1% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $1K | <0.1% |
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