Daniel Burns signed EDG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EDG, Inc.'s EIN is 72-1087181.
Download the official 2024 Form 5500 (PDF) for EDG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDG, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
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 | -$40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES LLC | 47-0098400 | — | INVESTMENT ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund, 253,810.204 shares | Other securities | — | — | $21.3M | 17.3% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund, 63,605.569 shares | Mutual Funds | — | — | $9.2M | 7.4% | |
| Vanguard 500 Index ADM Mutual Fund, 14,498.309 shares | Common Collective Trusts | — | — | $7.9M | 6.4% | |
| American Funds American Mutual R6 Mutual Fund, 120,562.336 shares | Mutual Funds | — | — | $6.7M | 5.4% | |
| T. Rowe Price Capital Appreciation Mutual Fund, 191,749.440 shares | Other securities | — | — | $6.6M | 5.4% | |
| T. Rowe Price Retirement 2030 Mutual Fund, 236,793.712 shares | Other securities | — | — | $6.1M | 4.9% | |
| T. Rowe Price Retirement 2040 Mutual Fund, 155,299.185 shares | Other securities | — | — | $4.7M | 3.9% | |
| T. Rowe Price Mid-Cap Value Mutual Fund, 139,535.709 shares | Other securities | — | — | $4.5M | 3.6% | |
| T. Rowe Price Retirement 2035 Mutual Fund, 209,336.267 shares | Other securities | — | — | $4.4M | 3.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund, 224,347.553 shares | Other securities | — | — | $4.2M | 3.5% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.2M | 3.4% | |
| T. Rowe Price Retirement 2045 Mutual Fund, 182,221.785 shares | Other securities | — | — | $4.1M | 3.3% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund, 170,613.639 shares | Other securities | — | — | $3.2M | 2.6% | |
| T. Rowe Price Retirement 2055 Mutual Fund, 150,767.088 shares | Other securities | — | — | $3.0M | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Fund, 174,900.987 shares | Other securities | — | — | $2.9M | 2.4% | |
| MFS International Growth Fund Class R6 Mutual Fund, 63,471.725 shares | Mutual Funds | — | — | $2.6M | 2.1% | |
| Bridgeway Small Cap Value Fund Mutual Fund, 68,339.369 shares | Other securities | — | — | $2.6M | 2.1% | |
| T. Rowe Price Retirement 2010 Mutual Fund, 167,116.647 shares | Other securities | — | — | $2.5M | 2.1% | |
| Pimco Income ADM Mutual Fund, 239,115.983 shares | Mutual Funds | — | — | $2.5M | 2.0% | |
| T. Rowe Price Retirement 2020 Mutual Fund, 134,209.780 shares | Other securities | — | — | $2.5M | 2.0% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund, 65,404.624 shares | Mutual Funds | — | — | $2.0M | 1.6% | |
| Vanguard Small Cap IDX ADM Mutual Fund, 15,788.819 shares | Common Collective Trusts | — | — | $1.8M | 1.5% | |
| SBH Plus Bond IS Mutual Fund, 179,220.385 shares | Other securities | — | — | $1.6M | 1.3% | |
| T. Rowe Price Retirement 2060 Mutual Fund, 86,276.784 shares | Other securities | — | — | $1.4M | 1.2% | |
| Fidelity Select Materials Mutual Fund, 15,694.749 shares | Mutual Funds | — | — | $1.3M | 1.1% | |
| Vanguard Mid-Cap IDX ADM Mutual Fund, 03,869.684 shares | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Prudential High Yield Z Mutual Fund, 246,945.493 shares | Other securities | — | — | $1.2M | 1.0% | |
| American Funds New World Fund Class R-4 Mutual Fund, 13,660.378 shares | Mutual Funds | — | — | $1.0M | 0.8% | |
| Fidelity Select Energy Portfolio Mutual Fund, 15,868.617 shares | Mutual Funds | — | — | $901K | 0.7% | |
| First Eagle Gold Fund Institutional Mutual Fund, 22,923.448 shares | Other securities | — | — | $602K | 0.5% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund, 41,977.871 shares | Mutual Funds | — | — | $452K | 0.4% | |
| T. Rowe Price Retirement Balanced Mutual Fund, 21,666.629 shares | Other securities | — | — | $287K | 0.2% | |
| T. Rowe Price Retirement 2015 Mutual Fund, 12,547.827 shares | Other securities | — | — | $158K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| AMERITAS INVESTMENT CORP | 47-0663374 | — | INVESTMENT ADVISOR | $8K | — |
