· 2022–2024 · DOL EFAST2

EDGE DENTAL MANAGEMENT LLC — EDGE DENTAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250423172525NAL0006236369001

EDGE DENTAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

EDGE DENTAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

143

Accounts w/ balance

56

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

35

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EDGE DENTAL MANAGEMENT LLC

EIN

83-3183212

Address

674 E MAIN ST · MIDDLETOWN, NY · 109402644

Phone

(845) 422-8310

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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