How big is Edelman, LLC's plan?

Edelman, LLC's plan reported $2.0M in assets and 92 participants for 2024.

Original filing (PDF)20250807135303NAL0002200323001

Edelman, LLC

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

Form 5500-SF

FILING_RECEIVED

Edelman 401(k) Plan

401(k) retirement plan · Edelman, LLC's Edelman 401(k) Plan held $2.0M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Luke Bachtold signed Edelman, LLC's 2024 Form 5500 as plan administrator.

Luke Bachtold — 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

Edelman, LLC's EIN is 86-2856341.

EIN 86-2856341

Plan number 001

Plan year 2024

ACK ID 20250807135303NAL0002200323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edelman, 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 EDELMAN, LLC.

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Plan health score

Above-average plan

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.

Plan sponsor

Name

EDELMAN, LLC

EIN

all filings

Address

5384 STATE ROAD 11 · ELKHORN, WI · 53121

Phone

(217) 403-9663

Industry

Electrical Contractors· Construction

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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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