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Original filing (PDF)20250716052319NAL0002756961001
EDIFICE, INC.
Form 5500
FILING_RECEIVED
EDIFICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
208
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 EDIFICE, INC..
Plan sponsor
Name
EDIFICE, INC.
EIN
56-1223891
Address
4111 SOUTH BOULEVARD · CHARLOTTE, NC · 28209
Phone
(704) 332-0900
Industry
Constructionsee 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
2025-07-16
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)
Audit & trust (Schedule H)
Auditor
ANDERSON SMITH & WIKE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT/FINANCIAL ADVI | $57K | — |
Investments
24 direct securities · 1 pooled fund· $26.4M(99% 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.
Registered Investment Companies
$25.5M
24 holdings
Common Collective Trust
$817K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.8M | 21.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.2M | 8.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 7.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.6M | 6.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 5.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 5.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.3M | 4.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.3M | 4.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $907K | 3.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $817K | 3.1% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $781K | 2.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $774K | 2.9% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $530K | 2.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $490K | 1.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $429K | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $415K | 1.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $211K | 0.8% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $209K | 0.8% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $209K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $169K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $24K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $12K | <0.1% |
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