EDGE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN

[ EIN: 03-0567580 | Plan No. 002 ]

According to Department of Labor Form 5500 data, EDGE FINANCIAL ADVISORS, LLC sponsors EDGE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN, categorized as a Defined Benefit plan. The filing shows 7 participants and total assets of $1,052,298 for the plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: EDGE FINANCIAL ADVISORS, LLC

Location: 111 W. WESLEY ST SUITE1, WHEATON, IL 60187

EIN: 030567580

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 7

Total Assets: $1,052,298

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