Daniel J. Edelman Holdings, Inc. Profit Sharing Plan — Form 5500 plan (Daniel J. Edelman Holdings, Inc.)
Plain-English plan 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, Daniel J. Edelman Holdings, Inc. Profit Sharing Plan is a benefit plan reported by Daniel J. Edelman Holdings, Inc. under EIN 80-0830746 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,934 participants and $474,427,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel J. Edelman Holdings, Inc.
- EIN
- 80-0830746
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 5,934
- End-of-year plan assets
- $474,427,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,934 | H, C | 20241004132445NAL0005728451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $474,427,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $474,427,894
- Net assets (BOY)
- $389,659,929
Income & contributions
- Employer contributions
- $10,545,929
- Participant contributions
- $34,622,387
- Total contributions
- $49,260,037
- Total income / additions
- $123,231,751
Expenses & distributions
- Benefits paid
- $37,830,528
- Administrative expenses
- $624,556
- Total expenses
- $38,463,786
- Net increase / (decrease)
- $84,767,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $340,107 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $136,342 | not reported in the loaded dataset | 2023 |
| Dla Piper Llp | NONE | $59,885 | not reported in the loaded dataset | 2023 |
| Crowe | NONE | $44,600 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $19,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daniel J. Edelman Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Dla Piper Llp — Schedule C compensation
- Crowe — Schedule C compensation
- Captrust — Schedule C compensation
- The Wagner Law Group — Schedule C compensation