How big is Edgepoint Capital Advisors, LLC's plan?

Edgepoint Capital Advisors, LLC's plan reported $1.8M in assets and 23 participants for 2024.

Original filing (PDF)20250620135647NAL0005836864001

Edgepoint Capital Advisors, LLC

Name: Edgepoint Capital Advisors, LLC — Edgepoint Capital, Form 5500 (2024)
Creator: Edgepoint Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edgepoint Capital Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Edgepoint Capital Advisors, LLC's Edgepoint Capital Advisors LLC 401(k) Profit Sharing Plan and Trust held $1.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Thomas Zucker signed Edgepoint Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Thomas Zucker — 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

Edgepoint Capital Advisors, LLC's EIN is 34-1918871.

EIN 34-1918871

Plan number 001

Plan year 2024

ACK ID 20250620135647NAL0005836864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edgepoint Capital Advisors, 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 EDGEPOINT CAPITAL ADVISORS, 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