How big is Edge Capital Group, LLC's plan?

Edge Capital Group, LLC's plan reported $5.8M in assets and 36 participants for 2024.

Original filing (PDF)20250311134136NAL0027940880001

Edge Capital Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Edge Capital Group 401(k) Plan

401(k) retirement plan · Edge Capital Group, LLC's Edge Capital Group 401(k) Plan held $5.8M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Barrett Karvis signed Edge Capital Group, LLC's 2024 Form 5500 as plan administrator.

Barrett Karvis — 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

Edge Capital Group, LLC's EIN is 83-0792954.

EIN 83-0792954

Plan number 001

Plan year 2024

ACK ID 20250311134136NAL0027940880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edge Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDGE CAPITAL 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