Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Strategic Edge Wealth Management
EIN 88-1546089Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$313K assets
Welfare
0
Participants
8
425 W BONITA AVE, SUITE 108 - SAN DIMAS, CA 91773909-599-1101
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $313K assets / 8 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
STRATEGIC EDGE WEALTH MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$281K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STRATEGIC EDGE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN
401(k)
Assets$32K
Participants4
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 | STRATEGIC EDGE WEALTH MANAGEMENT CASH BALANCE PLAN | Cash balance | $281K | 4 | 2025 | |
| 001 | STRATEGIC EDGE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN | 401(k) | $32K | 4 | 2025 |
Retirement plans