How big is Edge Finance, LLC's plan?

Edge Finance, LLC's plan reported $981K in assets and 163 participants for 2024.

Original filing (PDF)20250702120801NAL0012972977002

Edge Finance, LLC

Name: Edge Finance, LLC — Edge Finance, LLC 401(k) Plan, Form 5500 (2024)
Creator: Edge Finance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edge Finance, LLC 401(k) Plan

401(k) retirement plan · Edge Finance, LLC's Edge Finance, LLC 401(k) Plan held $981K in plan assets for 163 participants in 2024.

Signals · 1

No auditor on file

Active participants

163

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

People on this filing

Charles Becker signed Edge Finance, LLC's 2024 Form 5500 as plan administrator.

Charles Becker — 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 Finance, LLC's EIN is 47-5442117.

EIN 47-5442117

Plan number 001

Plan year 2024

ACK ID 20250702120801NAL0012972977002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edge Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score