Retirement plan

ELECTRO DESIGN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Name: ELECTRO DESIGN ENGINEERING, INC. - ELECTRO DESIGN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ELECTRO DESIGN ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRO DESIGN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN, ELECTRO DESIGN ENGINEERING, INC.

ELECTRO DESIGN ENGINEERING, INC.EIN 59-2922467Plan #001PY 2025

8133 EAGLE PALM DR. - RIVERVIEW, FL 33578813-621-0121edeusa.comLinkedIn201-500 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19.7M

+18.5% from 2024

Total participants

+3.4% from 2024

Average account balance

$223,534

+17.2% from 2024

Annual return

14.78%

+1.35 pp from 2024

Benchmarks

See 11,214 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,214 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.67M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11989

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 codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$11594 / participant

Other / not subdivided$1M100.0%

% of EOY assets

5.364%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$223,534

$89,259+150.4%

$107,187+108.5%

$82,637+170.5%

Participation rate

96.7%

67.9%+28.8pp

75.0%+21.7pp

68.1%+28.6pp

Annual return

14.78%

21.02%-6.2pp

204.55%-189.8pp

53.51%-38.7pp

Employer contribution / active EE

$13,727

$3,080+345.7%

$3,782+262.9%

$2,552+437.9%

Participant deferral / active EE

$3,962

$4,037-1.9%

$5,096-22.2%

$4,126-4.0%

Admin fee / account holder

$11,989

$7,381+62.4%

$9,162+30.9%

$7,339+63.4%

ELECTRO DESIGN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRO DESIGN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion