Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDGE TECH PARTNERS, LLC
EIN 32-0363896ManufacturingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
25
305 SEABOARD LANE, SUITE 301 - FRANKLIN, TN 37067615-724-0967
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 25 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#001
EDGE TECH PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDGE TECH PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$897K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDGE TECH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 14 | 2024 | |
| 002 | EDGE TECH PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $897K | 11 | 2024 |
Retirement plans