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Original filing (PDF)20250826104941NAL0015093200001
EDG, INC.
Form 5500
FILING_RECEIVED
EDG, INC. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
423
Accounts w/ balance
589
Plan assets (EOY)
$123.0M
Net assets (EOY)
$123.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDG, INC..
Plan sponsor
Name
EDG, INC.
EIN
72-1087181
Address
3900 N. CAUSEWAY BLVD, SUITE 700 · METAIRIE, LA · 700021763
Phone
(504) 455-0858
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LAPORTE, A PROFESSIONAL ACCT CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$40K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES LLC | 47-0098400 | — | INVESTMENT ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| AMERITAS INVESTMENT CORP | 47-0663374 | — | INVESTMENT ADVISOR | $8K | — |
Investments
32 direct securities · 1 pooled fund· $119.6M(97% of reported assets)
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.
Uncategorized
$115.4M
32 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund, 253,810.204 shares | — | — | — | $21.3M | 17.3% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund, 63,605.569 shares | — | — | — | $9.2M | 7.4% | |
| Vanguard 500 Index ADM Mutual Fund, 14,498.309 shares | — | — | — | $7.9M | 6.4% | |
| American Funds American Mutual R6 Mutual Fund, 120,562.336 shares | — | — | — | $6.7M | 5.4% | |
| T. Rowe Price Capital Appreciation Mutual Fund, 191,749.440 shares | — | — | — | $6.6M | 5.4% | |
| T. Rowe Price Retirement 2030 Mutual Fund, 236,793.712 shares | — | — | — | $6.1M | 4.9% | |
| T. Rowe Price Retirement 2040 Mutual Fund, 155,299.185 shares | — | — | — | $4.7M | 3.9% | |
| T. Rowe Price Mid-Cap Value Mutual Fund, 139,535.709 shares | — | — | — | $4.5M | 3.6% | |
| T. Rowe Price Retirement 2035 Mutual Fund, 209,336.267 shares | — | — | — | $4.4M | 3.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund, 224,347.553 shares | — | — | — | $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 | — | — | — | $4.1M | 3.3% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund, 170,613.639 shares | — | — | — | $3.2M | 2.6% | |
| T. Rowe Price Retirement 2055 Mutual Fund, 150,767.088 shares | — | — | — | $3.0M | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Fund, 174,900.987 shares | — | — | — | $2.9M | 2.4% | |
| MFS International Growth Fund Class R6 Mutual Fund, 63,471.725 shares | — | — | — | $2.6M | 2.1% | |
| Bridgeway Small Cap Value Fund Mutual Fund, 68,339.369 shares | — | — | — | $2.6M | 2.1% | |
| T. Rowe Price Retirement 2010 Mutual Fund, 167,116.647 shares | — | — | — | $2.5M | 2.1% | |
| Pimco Income ADM Mutual Fund, 239,115.983 shares | — | — | — | $2.5M | 2.0% | |
| T. Rowe Price Retirement 2020 Mutual Fund, 134,209.780 shares | — | — | — | $2.5M | 2.0% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund, 65,404.624 shares | — | — | — | $2.0M | 1.6% | |
| Vanguard Small Cap IDX ADM Mutual Fund, 15,788.819 shares | — | — | — | $1.8M | 1.5% | |
| SBH Plus Bond IS Mutual Fund, 179,220.385 shares | — | — | — | $1.6M | 1.3% | |
| T. Rowe Price Retirement 2060 Mutual Fund, 86,276.784 shares | — | — | — | $1.4M | 1.2% | |
| Fidelity Select Materials Mutual Fund, 15,694.749 shares | — | — | — | $1.3M | 1.1% | |
| Vanguard Mid-Cap IDX ADM Mutual Fund, 03,869.684 shares | — | — | — | $1.3M | 1.0% | |
| Prudential High Yield Z Mutual Fund, 246,945.493 shares | — | — | — | $1.2M | 1.0% | |
| American Funds New World Fund Class R-4 Mutual Fund, 13,660.378 shares | — | — | — | $1.0M | 0.8% | |
| Fidelity Select Energy Portfolio Mutual Fund, 15,868.617 shares | — | — | — | $901K | 0.7% | |
| First Eagle Gold Fund Institutional Mutual Fund, 22,923.448 shares | — | — | — | $602K | 0.5% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund, 41,977.871 shares | — | — | — | $452K | 0.4% | |
| T. Rowe Price Retirement Balanced Mutual Fund, 21,666.629 shares | — | — | — | $287K | 0.2% | |
| T. Rowe Price Retirement 2015 Mutual Fund, 12,547.827 shares | — | — | — | $158K | 0.1% |
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