How big is The Edge LLC's plan?

The Edge LLC's plan reported $921K in assets and 78 participants for 2024.

Original filing (PDF)20250813174212NAL0026027154001

The Edge LLC

Name: The Edge LLC — The Edge LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: The Edge LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Edge LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Edge LLC's The Edge LLC 401(k) Profit Sharing Plan and Trust held $921K in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

People on this filing

Dorothy OCON signed The Edge LLC's 2024 Form 5500 as plan administrator.

Dorothy OCON — 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

The Edge LLC's EIN is 81-1126934.

EIN 81-1126934

Plan number 001

Plan year 2024

ACK ID 20250813174212NAL0026027154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Edge 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 THE EDGE 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE EDGE LLC

EIN

all filings

Address

550 N GOLDEN CIRCLE DR · STE A · SANTA ANA, CA · 927050000

Phone

(949) 878-8548

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator