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Original filing (PDF)20251010124237NAL0008172481001
EDF RENEWABLES
Form 5500
FILING_RECEIVED
EDF RENEWABLES 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,628
Accounts w/ balance
2,041
Plan assets (EOY)
$222.9M
Net assets (EOY)
$222.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDF RENEWABLES.
Plan sponsor
Name
EDF RENEWABLES
EIN
52-1714774
Address
15445 INNOVATION DR · SAN DIEGO, CA · 92128
Phone
(858) 521-3516
Industry
Utilitiessee 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
2025-10-10
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $186K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $62K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $900 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
17 direct securities · 12 pooled funds· $211.0M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$114.8M
12 holdings
Uncategorized
$96.2M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dreyfus Government Cash Mgmt Instl Mutual Fund *** 6 Fidelity 500 Index Mutual Fund | — | — | — | $30.0M | 13.5% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.4M | 13.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.4M | 8.3% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.5M | 7.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.6M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $10.6M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $9.3M | 4.2% | |
| Franklin Growth Mutual Fund | — | — | — | $8.8M | 4.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $7.8M | 3.5% | |
| Vanguard Small Cap Index Institutional Mutual Fund | — | — | — | $7.3M | 3.3% | |
| Vanguard Mid Cap Index Institutional Mutual Fund | — | — | — | $7.1M | 3.2% | |
| American Funds Europacific GR R6 Mutual Fund | — | — | — | $5.9M | 2.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $5.0M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.2% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $4.6M | 2.1% | |
| Baird Core Plus Bond Institutional Mutual Fund | — | — | — | $3.8M | 1.7% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $3.8M | 1.7% | |
| American Funds Washington Mutual Fund | — | — | — | $3.7M | 1.7% | |
| Vanguard Federal Money Market Investor Mutual Fund | — | — | — | $3.6M | 1.6% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | — | — | — | $3.5M | 1.6% | |
| JPMorgan Mid Cap Growth Mutual Fund | — | — | — | $3.1M | 1.4% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.2% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | — | — | — | $2.4M | 1.1% | |
| Clearbridge Small Cap Growth Mutual Fund | — | — | — | $2.1M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Empower Self-Directed Brokerage Participant-Directed Brokerage Account | — | — | — | $1.0M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $935K | 0.4% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $922K | 0.4% | |
| Empower Self-Directed Brokerage Roth Participant-Directed Brokerage Account | — | — | — | $295K | 0.1% |
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