Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDGE STRATEGY GROUP, LLC
EIN 47-3809885Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
12
49 RIVERSIDE AVE. - WESTPORT, CT 06880203-769-7250
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EDGE STRATEGY GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$954K
Participants6
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 | EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2025 | |
| 001 | EDGE STRATEGY GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $954K | 6 | 2025 |
Retirement plans