How big is Edge Manufacturing Inc.'s plan?

Edge Manufacturing Inc.'s plan reported $4.7M in assets and 97 participants for 2023.

Original filing (PDF)20241014140203NAL0013414003001

Edge Manufacturing Inc.

Name: Edge Manufacturing Inc. — Edge Manufacturing Inc., Form 5500 (2023)
Creator: Edge Manufacturing Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Edge Manufacturing Inc. 401(k) Plan

401(k) retirement plan · Edge Manufacturing Inc.'s Edge Manufacturing Inc. 401(k) Plan held $4.7M in plan assets for 97 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

28% in single holding

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

M Pikosky signed Edge Manufacturing Inc.'s 2023 Form 5500 as plan administrator.

M Pikosky — Plan Administrator — Form 5500 signer
M Pikosky — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edge Manufacturing Inc.'s EIN is 31-1660398.

EIN 31-1660398

Plan number 004

Plan year 2023

ACK ID 20241014140203NAL0013414003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Edge Manufacturing Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Edge Manufacturing Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

EDGE MANUFACTURING INC

EIN

all filings

Address

1120 S MASON CIRCLE · PEVELY, MO · 63070

Phone

(636) 224-0004

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MARCUM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

30 direct securities· $4.7M(99% of reported assets)

Mutual Funds

$4.6M

26 holdings

Other securities

$72K

1 holding

Common Collective Trusts

$21K

3 holdings

					% of plan
s * Fidelity Investments Fidelity Freedom 2030 Class K Fund	Mutual Funds	—	—	$1.3M	27.6%
Fidelity Investments Fidelity CONTRA Fund	Mutual Funds	—	—	$544K	11.5%
Fidelity Investments Fidelity Freedom 2040 Class K Fund	Mutual Funds	—	—	$430K	9.1%
Fidelity Investments Fidelity Freedom 2035 Class K Fund	Mutual Funds	—	—	$427K	9.1%
Fidelity Investments Fidelity Freedom 2050 Class K Fund	Mutual Funds	—	—	$314K	6.7%
Fidelity Investments Fidelity Freedom 2055 Class K Fund	Mutual Funds	—	—	$229K	4.9%
Fidelity Investments Fidelity Freedom 2015 Class K Fund	Mutual Funds	—	—	$226K	4.8%
Fidelity Investments Fidelity EQUITY INC Fund	Mutual Funds	—	—	$170K	3.6%
Fidelity Investments Fidelity Freedom 2045 Class K Fund	Mutual Funds	—	—	$129K	2.7%
Fidelity Investments Fidelity Freedom 2020 Class K Fund	Mutual Funds	—	—	$125K	2.7%
Money Market Fund * Fidelity Investments Fidelity GOVT MMKT Fund	Mutual Funds	—	—	$125K	2.6%
Fidelity Investments Fidelity VALUE Fund	Mutual Funds	—	—	$119K	2.5%
Fidelity Investments Fidelity Freedom 2060 Class K Fund	Mutual Funds	—	—	$102K	2.2%
Fidelity Investments Fidelity SMALL CAP GROWTH Fund	Mutual Funds	—	—	$93K	2.0%
Notes Receivable from Notes receivable from participants with	Other securities	—	—	$72K	1.5%
Fidelity Investments Fidelity SMALL CAP VALUE Fund	Mutual Funds	—	—	$62K	1.3%
Fidelity Investments Fidelity GROWTH DISC Fund	Mutual Funds	—	—	$49K	1.0%
Fidelity Investments Fidelity INTL DISCOVERY Fund	Mutual Funds	—	—	$34K	0.7%
Fidelity Investments Fidelity FUND	Mutual Funds	—	—	$25K	0.5%
Fidelity Investments FIDELITY GOVT INCOME Fund	Mutual Funds	—	—	$24K	0.5%
Fidelity Investments Fidelity Freedom 2065 Class K Fund	Mutual Funds	—	—	$21K	0.4%
Fidelity Investments Fidelity Freedom 2025 Class K Fund	Mutual Funds	—	—	$20K	0.4%
Fidelity Investments Fidelity 500 INDEX Fund	Common Collective Trusts	—	—	$13K	0.3%
Fidelity Investments Fidelity DISCIPLND EQTY Fund	Mutual Funds	—	—	$13K	0.3%
Fidelity Investments Fidelity CAPITAL & INCOME Fund	Mutual Funds	—	—	$10K	0.2%
Fidelity Investments Fidelity INTL INDEX Fund	Common Collective Trusts	—	—	$7K	0.1%
Fidelity Investments Fidelity EMERGING MKTS Fund	Mutual Funds	—	—	$3K	<0.1%
PIMCO TOT RETURN ADM	Mutual Funds	—	—	$2K	<0.1%
Invesco INVS DIVRS DIVIDND A	Mutual Funds	—	—	$1K	<0.1%
Fidelity Investments Fidelity SM CAP IDX Fund	Common Collective Trusts	—	—	$1K	<0.1%