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Original filing (PDF)20250922115202NAL0006641635001
EDGES ELECTRICAL GROUP LLC
Form 5500
FILING_RECEIVED
EDGES ELECTRICAL GROUP PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
308
Accounts w/ balance
372
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGES ELECTRICAL GROUP LLC.
Plan sponsor
Name
EDGES ELECTRICAL GROUP LLC
EIN
47-1811240
Address
1135 AUZERAIS · SAN JOSE, CA · 95126
Phone
(408) 293-5818
Industry
Wholesale Tradesee 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABBOTT, STRINGHAM & LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
34 direct securities· $36.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Contrarian Core Mutual Fund | — | — | $2.8M | $3.1M | 8.4% | |
| JP Morgan US Equity Mutual Fund | — | — | $2.6M | $3.1M | 8.2% | |
| T Rowe Price Blue Chip Growth Mutual Fund | — | — | $1.9M | $2.4M | 6.4% | |
| MFS Growth Mutual Fund | — | — | $2.0M | $2.4M | 6.4% | |
| Blackrock Equity Dividend Mutual Fund | — | — | $2.0M | $2.0M | 5.4% | |
| Diamond Hill Large Cap Mutual Fund | — | — | $1.9M | $2.0M | 5.3% | |
| Guggenheim Total Return Bond Corporate Bond Fund | — | — | $2.1M | $1.9M | 5.0% | |
| Baird Aggregate Bond Corporate Bond Fund | — | — | $1.9M | $1.9M | 5.0% | |
| Pimco Total Return Corporate Bond Fund | — | — | $2.2M | $1.9M | 5.0% | |
| Bond Fund of America Mutual Fund | — | — | $1.9M | $1.9M | 5.0% | |
| Loomis Sayles Core Plus Bond Corporate Bond Fund | — | — | $1.9M | $1.9M | 5.0% | |
| T Rowe Price Overseas Stock Mutual Fund | — | — | $1.4M | $1.5M | 4.0% | |
| Europacific Growth Mutual Fund | — | — | $891K | $1.1M | 3.0% | |
| MFS Intl Growth Mutual Fund | — | — | $1.0M | $1.1M | 2.9% | |
| Transamerica Intl Equity Mutual Fund | — | — | $1.0M | $1.0M | 2.8% | |
| Janus Henderson Global Equity Income Mutual Fund | — | — | $922K | $918K | 2.5% | |
| (loss) 453,555150,285 | — | — | $150K | $740K | 2.0% | |
| Goldman Sachs Emerging Markets Equity Mutual Fund | — | — | $550K | $586K | 1.6% | |
| INVESCO Developing Markets Mutual Fund | — | — | $567K | $571K | 1.5% | |
| Lord Abbett High Yield Mutual Fund | — | — | $484K | $493K | 1.3% | |
| PGIM High Yield Mutual Fund | — | — | $485K | $492K | 1.3% | |
| Stifel Nicolaus Money Markey Account Money Market Fund | — | — | $476K | $476K | 1.3% | |
| Touchstone Small Cap Mutual Fund | — | — | $418K | $444K | 1.2% | |
| Davenport Small Cap Focas Mutual Fund | — | — | $449K | $431K | 1.2% | |
| Baron Discovery Mutual Fund | — | — | $365K | $412K | 1.1% | |
| Allspring Special Small Cap Value Mutual Fund | — | — | $402K | $400K | 1.1% | |
| Federated Hermes US Treasury Cash Res Mutual Fund | — | — | $374K | $374K | 1.0% | |
| Venerable Insurance and Annuity Company Annuity Contract | — | — | $114K | $316K | 0.9% | |
| Comerica Bank Business Checking Account | — | — | $241K | $241K | 0.6% | |
| Goldman Sachs Intl Small Cap Insights Mutual Fund | — | — | $138K | $140K | 0.4% | |
| date | — | — | — | $138K | 0.4% | |
| $ (f) with Expenseincurred transaction (e) rental Lease - (d) | — | — | — | $61K | 0.2% | |
| Current valueof asset ontransaction$ $ (g) | — | — | — | $59K | 0.2% | |
| - 16 (i) | — | — | — | $3K | <0.1% |
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