Lorelie Yockman signed Edgewater Federal Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edgewater Federal Solutions, Inc.'s EIN is 71-0928230.
Download the official 2024 Form 5500 (PDF) for Edgewater Federal Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edgewater Federal Solutions, 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 | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| BEACON RPC LLC |
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 | — | — | $36.8M | 98.5% | |
| GALLIARD STBLE RTN J WELLS FARGO BANK, N.A. · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $696K | 1.9% |
| 88-2011584 |
| — |
| INVESTMENT ADVISOR |
| $11K |
| — |
| ENVESTNET RETIREMENT SOLUTIONS LLC | 20-1409613 | — | INVESTMENT ADVISOR | $7K | — |
