Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H. ARTHUR EDGE, III, P.C.
EIN 20-1698627Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
12
2320 HIGHLAND AVENUE SOUTH, SUITE 175 - BIRMINGHAM, AL 35205205-453-0326
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
H. ARTHUR EDGE, III, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN
401k
Assets$529K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | H. ARTHUR EDGE, III, P.C. CASH BALANCE PLAN | CashBalance | $2.1M | 5 | 2025 | |
| 001 | H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN | 401k | $529K | 7 | 2025 |
Retirement plans