Original filing (PDF)20250505143650NAL0017829874001

D. A. EDWARDS & COMPANY, INC.

Name: D. A. EDWARDS & COMPANY, INC. — D. A. EDWARDS & COMPANY, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: D. A. EDWARDS & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

D. A. EDWARDS & COMPANY, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D. A. EDWARDS & COMPANY, INC..

Plan sponsor

Name

D. A. EDWARDS & COMPANY, INC.

EIN

58-2474778

Address

PO BOX 81080 · ATLANTA, GA · 30366

Phone

(678) 209-0601

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

MODAL CONSTRUCTION

MODAL CONSTRUCTION 401(K) PLAN

$2.6M · 12 participants

C&C CONSTRUCTION MANAGEMENT, INC.

C&C CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 16 participants

ENVIROSTRUCT, LLC

ENVIROSTRUCT 401(K) PLAN

$2.6M · 46 participants

CRC/MASTERCRAFT, INC.

CRC/MASTERCRAFT INC. 401(K) PLAN

$2.6M · 34 participants

FAZTEC INDUSTRIES, INC.

FAZTEC INDUSTRIES, INC. CASH BALANCE PLAN

$2.6M · 15 participants