Retirement plan

ECM PROFIT-SHARING PLAN

Name: EDGEMOOR INVESTMENT ADVISORS, INC. - ECM PROFIT-SHARING PLAN (2024) Form 5500
Creator: EDGEMOOR INVESTMENT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECM PROFIT-SHARING PLAN, EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC.EIN 52-2202829Plan #001PY 2024

7250 WOODMONT AVENUE, SUITE 315 - BETHESDA, MD 20814301-543-8881edgemoorinv.comLinkedIn1-10 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.3M

+30.5% from 2023

Total participants

0.0% from 2023

Average account balance

$660,371

+18.6% from 2023

Annual return

25.61%

-8.95 pp from 2023

Benchmarks

See 37,207 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,207 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$828K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$660,371

$201,259+228.1%

$184,200+258.5%

$145,959+352.4%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

25.61%

28.98%-3.4pp

28.80%-3.2pp

561.95%-536.3pp

Employer contribution / active EE

$14,164

$7,018+101.8%

$6,424+120.5%

$4,661+203.9%

Participant deferral / active EE

$15,831

$9,806+61.4%

$9,132+73.4%

$6,689+136.7%

Admin fee / account holder

$16,372-100.0%

$13,907-100.0%

$13,398-100.0%

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion