2023 Form 5500 filing — Edelman Financial Engines 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911112606NAL0006972881001) for Edelman Financial Engines 401(K) Plan, reported by Edelman Financial Engines, LLC under EIN 94-3250323 and plan number 001. It reports 2,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911112606NAL0006972881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edelman Financial Engines, LLC
- EIN
- 94-3250323
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 2,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $431,630,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $431,630,096
- Employer contributions
- $9,790,250
- Participant contributions
- $26,250,398
- Total income / additions
- $110,875,546
- Benefits paid
- $27,759,187
- Administrative expenses
- $8,000
- Total expenses
- $27,767,187
- Net increase / (decrease)
- $83,108,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $8,000 | not reported in the loaded dataset |