How big is Edwards Partners' plan?

Edwards Partners' plan reported $186K in assets and 2 participants for 2024.

Original filing (PDF)20251002101344NAL0000236131001

Edwards Partners

Name: Edwards Partners — Edwards Partners Money Purchase, Form 5500 (2024)
Creator: Edwards Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edwards Partners Money Purchase Pension Plan

Defined-contribution retirement plan · Edwards Partners' Edwards Partners Money Purchase Pension Plan held $186K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Edwards Partners' EIN is 94-2409607.

EIN 94-2409607

Plan number 001

Plan year 2024

ACK ID 20251002101344NAL0000236131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edwards Partners' plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EDWARDS PARTNERS

EIN

all filings

Address

611 MIDDLEFIELD ROAD · REDWOOD CITY, CA · 94063

Phone

(650) 350-1555

Industry

Finance & Insurance

Plan administrator