How big is 3edge Asset Management's plan?

3edge Asset Management's plan reported $1.8M in assets and 21 participants for 2024.

Original filing (PDF)20250429144805NAL0000864064001

3edge Asset Management

Name: 3edge Asset Management — 3edge Asset Management, Form 5500 (2024)
Creator: 3edge Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

3edge Asset Management 401(k) Plan

401(k) retirement plan · 3edge Asset Management's 3edge Asset Management 401(k) Plan held $1.8M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Robert Phillips signed 3edge Asset Management's 2024 Form 5500 as plan administrator.

Robert Phillips — 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

3edge Asset Management's EIN is 47-5276537.

EIN 47-5276537

Plan number 001

Plan year 2024

ACK ID 20250429144805NAL0000864064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3edge Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3edge Asset Management's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 3EDGE ASSET MANAGEMENT.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score