Original filing (PDF)20250416093108NAL0002199603001

BILL EDWARDS GROUP, LLC

Name: BILL EDWARDS GROUP, LLC — THE EDWARDS GROUP 401(K) MULTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: BILL EDWARDS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE EDWARDS GROUP 401(K) MULTIPLE EMPLOYER PLAN

401(k) retirement plan

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILL EDWARDS GROUP, LLC.

Plan sponsor

Name

BILL EDWARDS GROUP, LLC

EIN

45-3538847

Address

5959 CENTRAL AVE. · SUITE 201 · ST. PETERSBURG, FL · 33710

Phone

(727) 851-9500

Industry

Finance & Insurancesee 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

2025-04-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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