Original filing (PDF)20250702120801NAL0012972977002

EDGE FINANCE, LLC

Name: EDGE FINANCE, LLC — EDGE FINANCE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: EDGE FINANCE, LLC

Form 5500-SF

FILING_RECEIVED

EDGE FINANCE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

163

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGE FINANCE, LLC.

Plan sponsor

Name

EDGE FINANCE, LLC

EIN

47-5442117

Address

33502 HWY 249 · PINEHURST, TX · 77362

Phone

(713) 504-1094

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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