How big is Edelman PA's plan?

Edelman PA's plan reported $5.3M in assets and 6 participants for 2025.

Original filing (PDF)20260520050404NAL0000966275001

Edelman PA

Name: Edelman PA — Kenneth Edelman PA 401(k) Profit, Form 5500 (2025)
Creator: Edelman PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kenneth Edelman PA 401(k) Profit Sharing Plan

401(k) retirement plan · Edelman PA's Kenneth Edelman PA 401(k) Profit Sharing Plan held $5.3M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Jacob Edelman signed Edelman PA's 2025 Form 5500 as plan administrator.

Jacob Edelman — 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

Edelman PA's EIN is 65-0803739.

EIN 65-0803739

Plan number 001

Plan year 2025

ACK ID 20260520050404NAL0000966275001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High average account balance (95th percentile).

Plan sponsor

Name

EDELMAN PA

EIN

all filings

Address

1001 W YAMATO RD · STE 402 · BOCA RATON, FL · 33431

Phone

(561) 757-4706

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

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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