How big is Edgewater Title Group LLC's plan?

Edgewater Title Group LLC's plan reported $965K in assets and 12 participants for 2024.

Original filing (PDF)20251028093054NAL0011260416001

Edgewater Title Group LLC

Name: Edgewater Title Group LLC — Form 5500 (2024)
Creator: Edgewater Title Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Edgewater Title Group LLC held $965K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$965K

Net assets (EOY)

$965K

People on this filing

Kelly Potratz signed Edgewater Title Group LLC's 2024 Form 5500 as plan administrator.

Kelly Potratz — 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

Edgewater Title Group LLC's EIN is 81-0746695.

EIN 81-0746695

Plan number 001

Plan year 2024

ACK ID 20251028093054NAL0011260416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edgewater Title Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edgewater Title Group LLC'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 EDGEWATER TITLE GROUP LLC.

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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