Original filing (PDF)20250513101020NAL0040379682001

EDGEWATER RESEARCH

Name: EDGEWATER RESEARCH — EDGEWATER RESEARCH COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: EDGEWATER RESEARCH

Form 5500-SF

FILING_RECEIVED

EDGEWATER RESEARCH COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWATER RESEARCH.

Plan sponsor

Name

EDGEWATER RESEARCH

EIN

82-4942970

Address

950 MAIN AVE · SUITE 700 · CLEVELAND, OH · 44113

Phone

(216) 426-6274

Industry

Finance & Insurancesee 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

2025-05-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE LIFE FINANCIAL GROUP, INC.

THE LIFE FINANCIAL GROUP INC 401K PLAN AND TRUST

$2.0M · 13 participants

STAR WEALTH MANAGEMENT CORPORATION

STAR WEALTH 401(K) PROFIT SHARING PLAN

$2.0M · 3 participants

JAS GLOBAL ADVISORS, LLC

JAS GLOBAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 9 participants

SNOW FINANCIAL MANAGEMENT, LLC

SNOW FINANCIAL MANAGEMENT, LLC 401 K/PROFIT SHARING PLAN

$2.0M · 3 participants

MONUMENT WEALTH MANAGEMENT LLC