Original filing (PDF)20250116162232NAL0047809458001

R.E. EDWARDS & ASSOCIATES, INC.

Name: R.E. EDWARDS & ASSOCIATES, INC. — R. E. EDWARDS & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: R.E. EDWARDS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

R. E. EDWARDS & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.E. EDWARDS & ASSOCIATES, INC..

Plan sponsor

Name

R.E. EDWARDS & ASSOCIATES, INC.

EIN

94-2631492

Address

5674 STONERIDGE DRIVE, SUITE 101 · PLEASANTON, CA · 94588

Phone

(925) 829-2942

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-16

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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