How big is EDM Inc.'s plan?

EDM Inc.'s plan reported $1.2M in assets and 17 participants for 2025.

Original filing (PDF)20260519143359NAL0001424672001

EDM Inc.

Name: EDM Inc. — EDM, Inc. 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: EDM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EDM, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · EDM Inc.'s EDM, Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Wesley Holmes signed EDM Inc.'s 2025 Form 5500 as plan administrator.

Wesley Holmes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EDM Inc.'s EIN is 62-1847069.

EIN 62-1847069

Plan number 001

Plan year 2025

ACK ID 20260519143359NAL0001424672001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for EDM Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

EDM Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EDM INC

EIN

all filings

Address

100 DOUGLAS WAY · NATURAL BRIDGE STATION, VA · 24579

Phone

(901) 568-1156

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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