Evangeline Andersen signed Edison Energy Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edison Energy Group, Inc.'s EIN is 45-5489020.
Download the official 2024 Form 5500 (PDF) for Edison Energy Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edison Energy Group, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $5.4M | 19.2% | |
| AF TRGT DATE 2050 R6 Mutual Fund •• | Other securities | — | — | $3.4M | 12.1% | |
| AF TRGT DATE 2055 R6 Mutual Fund •• | Other securities | — | — | $2.9M | 10.2% | |
| AF TRGT DATE 2035 R6 Mutual Fund •• | Other securities | — | — | $2.7M | 9.5% | |
| AF TRGT DATE 2040 R6 Mutual Fund •• | Other securities | — | — | $2.6M | 9.2% | |
| AF TRGT DATE 2045 R6 Mutual Fund •• | Other securities | — | — | $1.9M | 6.9% | |
| AF TRGT DATE 2030 R6 Mutual Fund •• | Other securities | — | — | $1.2M | 4.4% | |
| AF TRGT DATE 2060 R6 Mutual Fund •• | Other securities | — | — | $1.2M | 4.1% | |
| FID INTL INDEX Mutual Fund •• | Mutual Funds | — | — | $990K | 3.5% | |
| TCW MW TOT RTN BD P Mutual Fund •• | Other securities | — | — | $843K | 3.0% | |
| FID MID CAP IDX Mutual Fund •• | Common Collective Trusts | — | — | $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 •• | Common Collective Trusts | — | — | $603K | 2.1% | |
| AS SPL MID CP VAL R6 Mutual Fund •• | Other securities | — | — | $459K | 1.6% | |
| BWG I-IlGH YIELD IS Mutual Fund •• | Other securities | — | — | $311K | 1.1% | |
| TRP QM US SMCP GR I Mutual Fund •• | Other securities | — | — | $280K | 1.0% | |
| INVS EQV EM ALLCP R6 Mutual Fund •• | Other securities | — | — | $254K | 0.9% | |
| AF BALANCED R6 Mutual Fund | Other securities | — | — | $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 | Stable Value | — | — | $168K | 0.6% | |
| AF TRGT DATE 2065 R6 Mutual Fund •• | Other securities | — | — | $162K | 0.6% | |
| AF TRGT DATE 2025 R6 Mutual Fund •• | Other securities | — | — | $155K | 0.6% | |
| FID REAL ESTA TE IDX Mutual Fund •• | Common Collective Trusts | — | — | $153K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund •• | Other securities | — | — | $139K | 0.5% | |
| Participant loans Loan rate at 4.25% to 9.50% -0- | Bonds / Notes | — | — | $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 •• | Other securities | — | — | $109K | 0.4% | |
| MGL SMCP VL R6 Mutual Fund •• | Other securities | — | — | $60K | 0.2% | |
| PARNASSUS CORE EQ IS Mutual Fund •• | Other securities | — | — | $57K | 0.2% | |
| AF TRGT DATE 2020 R6 Mutual Fund •• | Other securities | — | — | $29K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
