Solomonedwardsgroup, Llc 401(k) Plan: Login, Facts & Contact Information

Solomonedwardsgroup, Llc 401(k) Plan Facts

Plan name
SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOLOMONEDWARDSGROUP, LLC
Participants
668 (394 active employees)
Former employees with a balance
223
Plan assets
$38,444,680 at Dec 31, 2024
Average account balance
$97,083 across 396 accounts
Employer contributions
$330,915 in plan year 2024 (12% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.89 million went into the plan in contributions, $330,915 of it from the employer (12%).
  • $7.68 million was paid out to participants.
  • Investment and other income added $4.05 million.
  • Administrative expenses were $154,474, about $390 per account.

How the Solomonedwardsgroup, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019756$32.3 million$131,426$2.88 million
2020759$34.6 million$87,970$3.65 million
2021732$39.1 million$133,003$2.50 million
2022836$34.1 million$292,325$3.08 million
2023744$39.3 million$355,256$3.63 million
2024668$38.4 million$330,915$7.68 million

Solomonedwardsgroup, Llc 401(k) Contact Information

Phone
610-902-0440
Mailing address
1255 DRUMMERS LANE SUITE 200, WAYNE PA 190871565
Plan sponsor
SOLOMONEDWARDSGROUP, LLC
Employer identification number (EIN)
23-3010383
Plan number
001

Questions about the Solomonedwardsgroup, Llc 401(k)

Does Solomonedwardsgroup, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $330,915, 12% of all contributions.

Does the Solomonedwardsgroup, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Solomonedwardsgroup, Llc 401(k) plan?

668 participants at the start of plan year 2024, 394 of them active employees, and 223 former employees who still had money in the plan.

What is the average 401(k) balance at Solomonedwardsgroup, Llc?

About $97,083 per account: $38.4 million in plan assets across 396 accounts with a balance at the end of plan year 2024.

Who manages the Solomonedwardsgroup, Llc 401(k) accounts?

Vanguard is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Solomonedwardsgroup, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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