· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EDGESTREAM MANAGEMENT, LLC — EDGESTREAM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929071039NAL0011831024001
EDGESTREAM MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
EDGESTREAM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
55
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EDGESTREAM MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
EDGESTREAM MANAGEMENT, LLC
EIN
85-3601226
Address
902 CARNEGIE CENTER, SUITE 200 · PRINCETON, NJ · 08540
Phone
(609) 681-2200
Industry
Finance & Insurance
see 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FLOW TRADERS U.S. LLC
FLOW TRADERS U.S. LLC INCENTIVE SAVINGS PLAN AND TRUST
$10.6M · 50 participants
CAPITAL PARTNERS MANAGEMENT, LLC
CAPITAL PARTNERS MANAGEMENT 401(K) PLAN
$10.6M · 67 participants
JMW MANAGEMENT SERVICES LLC
TW ENTERPRISES IN PROFIT SHARING PLAN TRUST
$10.5M
FLEXIBLE PLAN INVESTMENTS, LTD.
FLEXIBLE PLAN INVESTMENTS, LTD. 401(K) PLAN
$10.5M · 69 participants
JESS S. MORGAN & COMPANY, INC.
JESS S. MORGAN & COMPANY, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$10.6M · 5 participants
WEALTHQUEST CORPORATION
WEALTHQUEST CORPORATION 401(K) & PROFIT SHARING PLAN
$10.5M · 38 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
