Joaquin Vendrell signed EDSA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EDSA, Inc.'s EIN is 59-1265229.
Download the official 2024 Form 5500 (PDF) for EDSA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDSA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | 33-0905143 | — | INVESTMENT ADVISOR | $142K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $40.1M | 95.4% | |
| GG INTL STK FUND I3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $307K | 0.7% | |
| SMALL CAP GROWTH I3 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $95K | 0.2% | |
| LARGE CAP GR III I2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $80K | 0.2% | |
| LARGE CAP GR III I2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% |
| ADVISOR |
| $5K |
| — |
