How big is EDI, LLC's plan?

EDI, LLC's plan reported $837K in assets and 3 participants for 2024.

Original filing (PDF)20250626145017NAL0012638656004

EDI, LLC

Name: EDI, LLC — EDI, LLC Retirement Trust, Form 5500 (2024)
Creator: EDI, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EDI, LLC Retirement Trust

401(k) retirement plan · EDI, LLC's EDI, LLC Retirement Trust held $837K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Plan Sponsor signed EDI, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

EDI, LLC's EIN is 32-0654471.

EIN 32-0654471

Plan number 001

Plan year 2024

ACK ID 20250626145017NAL0012638656004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDI, 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 (98th percentile).

Plan sponsor

Name

EDI, LLC

EIN

all filings

Address

1973 SLOAN PLACE · SUITE 205 · MAPLEWOOD, MN · 55117

Phone

(612) 308-6509

Industry

All Other Professional Services· Professional & Technical Services

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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