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Original filing (PDF)20250915112230NAL0001057809001
EDENS REALTY, INC.
Form 5500
FILING_RECEIVED
EDENS REALTY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
209
Accounts w/ balance
283
Plan assets (EOY)
$71.2M
Net assets (EOY)
$71.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDENS REALTY, INC..
Plan sponsor
Name
EDENS REALTY, INC.
EIN
58-2327871
Address
1221 MAIN STREET STE 1000 · COLUMBIA, SC · 292013255
Phone
(803) 779-4420
Industry
Real Estatesee 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
2025-09-15
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
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | 57-0381582 | — | INVESTMENT ADVISORY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Investments
29 direct securities · 2 pooled funds· $80.3M(100% 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.
Uncategorized
$69.5M
29 holdings
Pooled Separate Account
$10.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors Large Cap Growth I Sep Acct+ | — | — | — | $10.3M | 14.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $10.3M | 14.4% | |
| Vanguard Group Fed Money Mrkt Inv Fd | — | — | — | $8.7M | 12.3% | |
| Fidelity Management & Research 500 Index Fund | — | — | — | $7.7M | 10.9% | |
| Capital Research and Mgmt Co Am Fds EuroPacific Grth R6 Fd | — | — | — | $5.2M | 7.4% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | — | — | — | $5.0M | 7.0% | |
| Victory Capital Management Victory Sycamore Est Val I Fd | — | — | — | $3.7M | 5.2% | |
| Dodge & Cox Dodge & Cox Income X Fund | — | — | — | $3.1M | 4.4% | |
| Fidelity Management & Research Fidelity International Idx Fd | — | — | — | $3.0M | 4.3% | |
| Nuveen Asset Management Lifecycl Index 2050 R6 | — | — | — | $2.4M | 3.4% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | — | — | — | $2.3M | 3.3% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | — | — | — | $2.3M | 3.2% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | — | — | — | $2.1M | 3.0% | |
| Nuveen Asset Management Lifecycl Index 2040 R6 | — | — | — | $2.0M | 2.8% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $1.8M | 2.6% | |
| Nuveen Asset Management Lifecycl Index 2045 R6 | — | — | — | $1.8M | 2.5% | |
| Nuveen Asset Management Lifecycl Index 2060 R6 | — | — | — | $1.2M | 1.7% | |
| Eaton Vance Management Etn Vnc Alt Cap SMID-Cap R6 Fd | — | — | — | $1.0M | 1.4% | |
| American Century Inv. Mgmt. Sml Cap Val R6 Fd | — | — | — | $995K | 1.4% | |
| Nuveen Asset Management Lifecycl Index 2055 R6 | — | — | — | $994K | 1.4% | |
| Nuveen Asset Management Lifecycl Index 2035 R6 | — | — | — | $957K | 1.3% | |
| Nuveen Asset Management Lifecycl Index 2025 R6 | — | — | — | $922K | 1.3% | |
| Nuveen Asset Management Lifecycl Index 2030 R6 | — | — | — | $624K | 0.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $515K | 0.7% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $481K | 0.7% | |
| Nuveen Asset Management Lifecycl Index 2065 R6 | — | — | — | $276K | 0.4% | |
| Vanguard Group Vangd Ttl Intl Bond Idx Adm Fd | — | — | — | $256K | 0.4% | |
| Nuveen Asset Management Lifecycl Index 2020 R6 | — | — | — | $143K | 0.2% | |
| Nuveen Asset Management Lifecycl Indx Ret Inc R | — | — | — | $17K | <0.1% | |
| Nuveen Asset Management Lifecycl Index 2010 R6 | — | — | — | $16K | <0.1% | |
| Nuveen Asset Management Lifecycl Index 2015 R6 | — | — | — | $13K | <0.1% |
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