How big is Ediphy Advisors, LLC's plan?

Ediphy Advisors, LLC's plan reported $20.5M in assets and 95 participants for 2024.

Original filing (PDF)20251007080545NAL0010962754001

Ediphy Advisors, LLC

Name: Ediphy Advisors, LLC — Ediphy Advisors, LLC 401(k), Form 5500 (2024)
Creator: Ediphy Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ediphy Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ediphy Advisors, LLC's Ediphy Advisors, LLC 401(k) Profit Sharing Plan held $20.5M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

124

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

People on this filing

Steve Copeland signed Ediphy Advisors, LLC's 2024 Form 5500 as plan administrator.

Steve Copeland — 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

Ediphy Advisors, LLC's EIN is 63-1147588.

EIN 63-1147588

Plan number 001

Plan year 2024

ACK ID 20251007080545NAL0010962754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ediphy Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ediphy Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDIPHY ADVISORS, LLC.

Finding similar companies…

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