Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXECUTIVE DATA SYSTEMS, INC.
EIN 59-1999173computer softwareLatest filing 2025
Plans
2
Retirement
2
$15.3M assets
Welfare
0
Participants
63
6100 WATERFORD DISTRICT DR STE 350 - MIAMI, FL 331262088305-444-6200LinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 63 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
EXECUTIVE DATA SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EDSI 401K PLAN
401k
Assets$4.0M
Participants29
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 | EXECUTIVE DATA SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 34 | 2025 | |
| 001 | EDSI 401K PLAN | 401k | $4.0M | 29 | 2025 |
Retirement plans