How big is Bill Edwards Group, LLC's plan?

Bill Edwards Group, LLC's plan reported $3.7M in assets and 102 participants for 2025.

Original filing (PDF)20260219102847NAL0008651872001

Bill Edwards Group, LLC

Name: Bill Edwards Group, LLC — The Edwards Group 401(k), Form 5500 (2025)
Creator: Bill Edwards Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Edwards Group 401(k) Multiple Employer Plan

401(k) retirement plan · Bill Edwards Group, LLC's The Edwards Group 401(k) Multiple Employer Plan held $3.7M in plan assets for 102 participants in 2025.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Bill Edwards Group, LLC's EIN is 45-3538847.

EIN 45-3538847

Plan number 001

Plan year 2025

ACK ID 20260219102847NAL0008651872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bill Edwards Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bill Edwards Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BILL EDWARDS GROUP, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score