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Original filing (PDF)20251103095902NAL0005484019001
EDWARDS MOVING & RIGGING, INC.
Form 5500
FILING_RECEIVED
EDWARDS MOVING & RIGGING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
119
Accounts w/ balance
110
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT SCAI (no filing on disk)]" is 100% of plan.
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARDS MOVING & RIGGING, INC..
Plan sponsor
Name
EDWARDS MOVING & RIGGING, INC.
EIN
61-1245293
Address
200 EVERETT HALL ROAD · SHELBYVILLE, KY · 40065
Phone
(502) 633-1961
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
2025-11-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MATHER & COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| CHERRY BEKAERT ADVISORY LLC | 88-2725652 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | BROKER | $0 | — |
Investments
1 pooled fund· $9.8M(91% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $9.8M | 90.9% |
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