Current Snapshot
Latest Year
2024
2024 Participants
57
2024 Assets
$10,200,855
2024 Contributions
$637,913
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 57 | $10,200,855 | $637,913 | $11,191iApproximate average salary by contribution assumption: employee only about $279,786 at 4% or $186,524 at 6%; with 50% employer match about $186,524 at 4% or $124,350 at 6%; with 100% employer match about $139,893 at 4% or $93,262 at 6%. |
| Investedge Inc | - | 57 | $10,200,855 | $637,913 | $11,191iApproximate average salary by contribution assumption: employee only about $279,786 at 4% or $186,524 at 6%; with 50% employer match about $186,524 at 4% or $124,350 at 6%; with 100% employer match about $139,893 at 4% or $93,262 at 6%. |
| 2023 | 1 | 61 | $9,004,757 | $708,604 | $11,616iApproximate average salary by contribution assumption: employee only about $290,411 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%. |
| Investedge Inc | - | 61 | $9,004,757 | $708,604 | $11,616iApproximate average salary by contribution assumption: employee only about $290,411 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%. |
| 2022 | 1 | 69 | $7,831,653 | $661,326 | $9,584iApproximate average salary by contribution assumption: employee only about $239,611 at 4% or $159,741 at 6%; with 50% employer match about $159,741 at 4% or $106,494 at 6%; with 100% employer match about $119,805 at 4% or $79,870 at 6%. |
| Investedge Inc | - | 69 | $7,831,653 | $661,326 | $9,584iApproximate average salary by contribution assumption: employee only about $239,611 at 4% or $159,741 at 6%; with 50% employer match about $159,741 at 4% or $106,494 at 6%; with 100% employer match about $119,805 at 4% or $79,870 at 6%. |
| 2021 | 1 | 63 | $10,032,157 | $712,235 | $11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,316 at 4% or $94,211 at 6%. |
| Investedge Inc | - | 63 | $10,032,157 | $712,235 | $11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,316 at 4% or $94,211 at 6%. |
| 2020 | 1 | 71 | $9,622,238 | $715,761 | $10,081iApproximate average salary by contribution assumption: employee only about $252,029 at 4% or $168,019 at 6%; with 50% employer match about $168,019 at 4% or $112,013 at 6%; with 100% employer match about $126,014 at 4% or $84,010 at 6%. |
| Investedge Inc | - | 71 | $9,622,238 | $715,761 | $10,081iApproximate average salary by contribution assumption: employee only about $252,029 at 4% or $168,019 at 6%; with 50% employer match about $168,019 at 4% or $112,013 at 6%; with 100% employer match about $126,014 at 4% or $84,010 at 6%. |
| 2019 | 1 | 81 | $9,956,728 | $878,596 | $10,847iApproximate average salary by contribution assumption: employee only about $271,172 at 4% or $180,781 at 6%; with 50% employer match about $180,781 at 4% or $120,521 at 6%; with 100% employer match about $135,586 at 4% or $90,391 at 6%. |
| Investedge Inc | - | 81 | $9,956,728 | $878,596 | $10,847iApproximate average salary by contribution assumption: employee only about $271,172 at 4% or $180,781 at 6%; with 50% employer match about $180,781 at 4% or $120,521 at 6%; with 100% employer match about $135,586 at 4% or $90,391 at 6%. |
| 2018 | 1 | 93 | $8,444,031 | $1,641,702 | $17,653iApproximate average salary by contribution assumption: employee only about $441,318 at 4% or $294,212 at 6%; with 50% employer match about $294,212 at 4% or $196,141 at 6%; with 100% employer match about $220,659 at 4% or $147,106 at 6%. |
| Investedge Inc | - | 93 | $8,444,031 | $1,641,702 | $17,653iApproximate average salary by contribution assumption: employee only about $441,318 at 4% or $294,212 at 6%; with 50% employer match about $294,212 at 4% or $196,141 at 6%; with 100% employer match about $220,659 at 4% or $147,106 at 6%. |
| 2017 | 1 | 91 | $7,324,933 | $1,030,285 | $11,322iApproximate average salary by contribution assumption: employee only about $283,045 at 4% or $188,697 at 6%; with 50% employer match about $188,697 at 4% or $125,798 at 6%; with 100% employer match about $141,523 at 4% or $94,348 at 6%. |
| Investedge Inc | - | 91 | $7,324,933 | $1,030,285 | $11,322iApproximate average salary by contribution assumption: employee only about $283,045 at 4% or $188,697 at 6%; with 50% employer match about $188,697 at 4% or $125,798 at 6%; with 100% employer match about $141,523 at 4% or $94,348 at 6%. |
| 2016 | 1 | 82 | $5,291,468 | $877,683 | $10,703iApproximate average salary by contribution assumption: employee only about $267,586 at 4% or $178,391 at 6%; with 50% employer match about $178,391 at 4% or $118,927 at 6%; with 100% employer match about $133,793 at 4% or $89,195 at 6%. |
| Investedge Inc | - | 82 | $5,291,468 | $877,683 | $10,703iApproximate average salary by contribution assumption: employee only about $267,586 at 4% or $178,391 at 6%; with 50% employer match about $178,391 at 4% or $118,927 at 6%; with 100% employer match about $133,793 at 4% or $89,195 at 6%. |
| 2015 | 1 | 65 | $4,040,321 | $769,838 | $11,844iApproximate average salary by contribution assumption: employee only about $296,092 at 4% or $197,394 at 6%; with 50% employer match about $197,394 at 4% or $131,596 at 6%; with 100% employer match about $148,046 at 4% or $98,697 at 6%. |
| Investedge Inc | - | 65 | $4,040,321 | $769,838 | $11,844iApproximate average salary by contribution assumption: employee only about $296,092 at 4% or $197,394 at 6%; with 50% employer match about $197,394 at 4% or $131,596 at 6%; with 100% employer match about $148,046 at 4% or $98,697 at 6%. |
| 2014 | 1 | 47 | $3,297,165 | $551,947 | $11,744iApproximate average salary by contribution assumption: employee only about $293,589 at 4% or $195,726 at 6%; with 50% employer match about $195,726 at 4% or $130,484 at 6%; with 100% employer match about $146,794 at 4% or $97,863 at 6%. |
| Investedge Inc | - | 47 | $3,297,165 | $551,947 | $11,744iApproximate average salary by contribution assumption: employee only about $293,589 at 4% or $195,726 at 6%; with 50% employer match about $195,726 at 4% or $130,484 at 6%; with 100% employer match about $146,794 at 4% or $97,863 at 6%. |
| 2013 | 1 | 37 | $2,467,858 | $424,221 | $11,465iApproximate average salary by contribution assumption: employee only about $286,636 at 4% or $191,091 at 6%; with 50% employer match about $191,091 at 4% or $127,394 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%. |
| Investedge Inc | - | 37 | $2,467,858 | $424,221 | $11,465iApproximate average salary by contribution assumption: employee only about $286,636 at 4% or $191,091 at 6%; with 50% employer match about $191,091 at 4% or $127,394 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%. |
| 2012 | 1 | 38 | $1,848,751 | $410,422 | $10,801iApproximate average salary by contribution assumption: employee only about $270,014 at 4% or $180,010 at 6%; with 50% employer match about $180,010 at 4% or $120,006 at 6%; with 100% employer match about $135,007 at 4% or $90,005 at 6%. |
| Investedge Inc | - | 38 | $1,848,751 | $410,422 | $10,801iApproximate average salary by contribution assumption: employee only about $270,014 at 4% or $180,010 at 6%; with 50% employer match about $180,010 at 4% or $120,006 at 6%; with 100% employer match about $135,007 at 4% or $90,005 at 6%. |
| 2011 | 1 | 30 | $1,264,821 | $340,320 | $11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%. |
| Investedge Inc | - | 30 | $1,264,821 | $340,320 | $11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%. |
| 2010 | 1 | 24 | $931,163 | $335,921 | $13,997iApproximate average salary by contribution assumption: employee only about $349,918 at 4% or $233,278 at 6%; with 50% employer match about $233,278 at 4% or $155,519 at 6%; with 100% employer match about $174,959 at 4% or $116,639 at 6%. |
| Investedge Inc | - | 24 | $931,163 | $335,921 | $13,997iApproximate average salary by contribution assumption: employee only about $349,918 at 4% or $233,278 at 6%; with 50% employer match about $233,278 at 4% or $155,519 at 6%; with 100% employer match about $174,959 at 4% or $116,639 at 6%. |
| 2009 | 1 | 21 | $501,354 | $236,858 | $11,279iApproximate average salary by contribution assumption: employee only about $281,974 at 4% or $187,983 at 6%; with 50% employer match about $187,983 at 4% or $125,322 at 6%; with 100% employer match about $140,987 at 4% or $93,991 at 6%. |
| Investedge Inc | - | 21 | $501,354 | $236,858 | $11,279iApproximate average salary by contribution assumption: employee only about $281,974 at 4% or $187,983 at 6%; with 50% employer match about $187,983 at 4% or $125,322 at 6%; with 100% employer match about $140,987 at 4% or $93,991 at 6%. |
| 2008 | 1 | 23 | $178,373 | $143,742 | $6,250iApproximate average salary by contribution assumption: employee only about $156,241 at 4% or $104,161 at 6%; with 50% employer match about $104,161 at 4% or $69,441 at 6%; with 100% employer match about $78,121 at 4% or $52,080 at 6%. |
| Investedge Inc | - | 23 | $178,373 | $143,742 | $6,250iApproximate average salary by contribution assumption: employee only about $156,241 at 4% or $104,161 at 6%; with 50% employer match about $104,161 at 4% or $69,441 at 6%; with 100% employer match about $78,121 at 4% or $52,080 at 6%. |
| 2007 | 1 | 13 | $131,627 | $130,077 | $10,006iApproximate average salary by contribution assumption: employee only about $250,148 at 4% or $166,765 at 6%; with 50% employer match about $166,765 at 4% or $111,177 at 6%; with 100% employer match about $125,074 at 4% or $83,383 at 6%. |
| Investedge Inc | - | 13 | $131,627 | $130,077 | $10,006iApproximate average salary by contribution assumption: employee only about $250,148 at 4% or $166,765 at 6%; with 50% employer match about $166,765 at 4% or $111,177 at 6%; with 100% employer match about $125,074 at 4% or $83,383 at 6%. |