How big is Edge Advisors, LLC's plan?

Edge Advisors, LLC's plan reported $4.1M in assets and 48 participants for 2025.

Original filing (PDF)20260413074847NAL0022229088001

Edge Advisors, LLC

Name: Edge Advisors, LLC — Edge Advisors 401(k) Plan, Form 5500 (2025)
Creator: Edge Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge Advisors 401(k) Plan

401(k) retirement plan · Edge Advisors, LLC's Edge Advisors 401(k) Plan held $4.1M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Marshall Watry signed Edge Advisors, LLC's 2025 Form 5500 as plan administrator.

Marshall Watry — 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

Edge Advisors, LLC's EIN is 45-5027098.

EIN 45-5027098

Plan number 002

Plan year 2025

ACK ID 20260413074847NAL0022229088001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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