Sponsor portfolio
EDWARDS ASSET MANAGEMENT
EIN 84-1988744Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$380K assets
Welfare
0
Participants
23
5811 PELICAN BAY BOULEVARD, SUITE 600 - NAPLES, FL 34108239-920-4426edwardsasset.comLinkedIn11-50 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDWARDS ASSET MANAGEMENT | 401k | $380K | 23 | 2025 |
Retirement plans