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Original filing (PDF)20250924154018NAL0003114819001
EDISON ENERGY GROUP, INC.
Form 5500
FILING_RECEIVED
EDISON ENERGY GROUP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
232
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDISON ENERGY GROUP, INC..
Plan sponsor
Name
EDISON ENERGY GROUP, INC.
EIN
45-5489020
Address
18500 VON KARMAN AVE · SUITE 260 · IRVINE, CA · 92612
Phone
(949) 491-1633
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANSTISS & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
27 direct securities · 3 pooled funds· $28.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.1M
27 holdings
Common Collective Trust
$928K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $5.4M | 19.2% | |
| AF TRGT DATE 2050 R6 Mutual Fund •• | — | — | — | $3.4M | 12.1% | |
| AF TRGT DATE 2055 R6 Mutual Fund •• | — | — | — | $2.9M | 10.2% | |
| AF TRGT DATE 2035 R6 Mutual Fund •• | — | — | — | $2.7M | 9.5% | |
| AF TRGT DATE 2040 R6 Mutual Fund •• | — | — | — | $2.6M | 9.2% | |
| AF TRGT DATE 2045 R6 Mutual Fund •• | — | — | — | $1.9M | 6.9% | |
| AF TRGT DATE 2030 R6 Mutual Fund •• | — | — | — | $1.2M | 4.4% | |
| AF TRGT DATE 2060 R6 Mutual Fund •• | — | — | — | $1.2M | 4.1% | |
| FID INTL INDEX Mutual Fund •• | — | — | — | $990K | 3.5% | |
| TCW MW TOT RTN BD P Mutual Fund •• | — | — | — | $843K | 3.0% | |
| FID MID CAP IDX Mutual Fund •• | — | — | — | $824K | 2.9% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $628K | 2.2% | |
| FID SM CAP IDX Mutual Fund •• | — | — | — | $603K | 2.1% | |
| AS SPL MID CP VAL R6 Mutual Fund •• | — | — | — | $459K | 1.6% | |
| BWG I-IlGH YIELD IS Mutual Fund •• | — | — | — | $311K | 1.1% | |
| TRP QM US SMCP GR I Mutual Fund •• | — | — | — | $280K | 1.0% | |
| INVS EQV EM ALLCP R6 Mutual Fund •• | — | — | — | $254K | 0.9% | |
| AF BALANCED R6 Mutual Fund | — | — | — | $188K | 0.7% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $177K | 0.6% | |
| LINCOLN FIXED ACCT Stable Value Fund | — | — | — | $168K | 0.6% | |
| AF TRGT DATE 2065 R6 Mutual Fund •• | — | — | — | $162K | 0.6% | |
| AF TRGT DATE 2025 R6 Mutual Fund •• | — | — | — | $155K | 0.6% | |
| FID REAL ESTA TE IDX Mutual Fund •• | — | — | — | $153K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund •• | — | — | — | $139K | 0.5% | |
| Participant loans Loan rate at 4.25% to 9.50% -0- | — | — | — | $124K | 0.4% | |
| INVS DIVRS DIVD I INVESCO TRUST COMPANY · EIN 20-2583973 / PN 103 | Common Collective Trust | — | — | $123K | 0.4% | |
| AB GLOBAL BOND Z Mutual Fund •• | — | — | — | $109K | 0.4% | |
| MGL SMCP VL R6 Mutual Fund •• | — | — | — | $60K | 0.2% | |
| PARNASSUS CORE EQ IS Mutual Fund •• | — | — | — | $57K | 0.2% | |
| AF TRGT DATE 2020 R6 Mutual Fund •• | — | — | — | $29K | 0.1% |
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