Tom Curtis signed Edges Electrical Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edges Electrical Group LLC's EIN is 47-1811240.
Download the official 2024 Form 5500 (PDF) for Edges Electrical Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edges Electrical Group LLC's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Contrarian Core Mutual Fund | Other securities | — | $2.8M | $3.1M | 8.4% | |
| JP Morgan US Equity Mutual Fund | Other securities | — | $2.6M | $3.1M | 8.2% | |
| T Rowe Price Blue Chip Growth Mutual Fund | Mutual Funds | — | $1.9M | $2.4M | 6.4% | |
| MFS Growth Mutual Fund | Mutual Funds | — | $2.0M | $2.4M | 6.4% | |
| Blackrock Equity Dividend Mutual Fund | Other securities | — | $2.0M | $2.0M | 5.4% | |
| Diamond Hill Large Cap Mutual Fund | Other securities | — | $1.9M | $2.0M | 5.3% | |
| Guggenheim Total Return Bond Corporate Bond Fund | Other securities | — | $2.1M | $1.9M | 5.0% | |
| Baird Aggregate Bond Corporate Bond Fund | Other securities | — | $1.9M | $1.9M | 5.0% | |
| Pimco Total Return Corporate Bond Fund | Mutual Funds | — | $2.2M | $1.9M | 5.0% | |
| Bond Fund of America Mutual Fund | Other securities | — | $1.9M | $1.9M | 5.0% | |
| Loomis Sayles Core Plus Bond Corporate Bond Fund | Other securities | — | $1.9M | $1.9M | 5.0% | |
| T Rowe Price Overseas Stock Mutual Fund | Mutual Funds | — | $1.4M | $1.5M | 4.0% | |
| Europacific Growth Mutual Fund | Other securities | — | $891K | $1.1M | 3.0% | |
| MFS Intl Growth Mutual Fund | Mutual Funds | — | $1.0M | $1.1M | 2.9% | |
| Transamerica Intl Equity Mutual Fund | Other securities | — | $1.0M | $1.0M | 2.8% | |
| Janus Henderson Global Equity Income Mutual Fund | Mutual Funds | — | $922K | $918K | 2.5% | |
| (loss) 453,555150,285 | Other securities | — | $150K | $740K | 2.0% | |
| Goldman Sachs Emerging Markets Equity Mutual Fund | Other securities | — | $550K | $586K | 1.6% | |
| INVESCO Developing Markets Mutual Fund | Mutual Funds | — | $567K | $571K | 1.5% | |
| Lord Abbett High Yield Mutual Fund | Mutual Funds | — | $484K | $493K | 1.3% | |
| PGIM High Yield Mutual Fund | Other securities | — | $485K | $492K | 1.3% | |
| Stifel Nicolaus Money Markey Account Money Market Fund | Cash / Money Market | — | $476K | $476K | 1.3% | |
| Touchstone Small Cap Mutual Fund | Other securities | — | $418K | $444K | 1.2% | |
| Davenport Small Cap Focas Mutual Fund | Other securities | — | $449K | $431K | 1.2% | |
| Baron Discovery Mutual Fund | Other securities | — | $365K | $412K | 1.1% | |
| Allspring Special Small Cap Value Mutual Fund | Other securities | — | $402K | $400K | 1.1% | |
| Federated Hermes US Treasury Cash Res Mutual Fund | U.S. Treasuries | — | $374K | $374K | 1.0% | |
| Venerable Insurance and Annuity Company Annuity Contract | Common Stocks | — | $114K | $316K | 0.9% | |
| Comerica Bank Business Checking Account | Other securities | — | $241K | $241K | 0.6% | |
| Goldman Sachs Intl Small Cap Insights Mutual Fund | Other securities | — | $138K | $140K | 0.4% | |
| date | Other securities | — | — | $138K | 0.4% | |
| $ (f) with Expenseincurred transaction (e) rental Lease - (d) | Other securities | — | — | $61K | 0.2% | |
| Current valueof asset ontransaction$ $ (g) | Other securities | — | — | $59K | 0.2% | |
| - 16 (i) | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
