How big is Edge Strategy Group, LLC's plan?

Edge Strategy Group, LLC's plan reported $947K in assets and 6 participants for 2024.

Original filing (PDF)20250924100143NAL0007967632001

Edge Strategy Group, LLC

Name: Edge Strategy Group, LLC — Edge Strategy Group, LLC, Form 5500 (2024)
Creator: Edge Strategy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge Strategy Group, LLC Cash Balance Plan

Defined-benefit pension plan · Edge Strategy Group, LLC's Edge Strategy Group, LLC Cash Balance Plan held $947K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

People on this filing

Andrew Smith signed Edge Strategy Group, LLC's 2024 Form 5500 as plan administrator.

Andrew Smith — 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 Strategy Group, LLC's EIN is 47-3809885.

EIN 47-3809885

Plan number 002

Plan year 2024

ACK ID 20250924100143NAL0007967632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edge Strategy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edge Strategy Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDGE STRATEGY GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score