Edelman Financial Engines — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Edelman Financial Engines is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,714,232 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $5,714,232
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $5,714,232
- Filings
- 8
- Plan sponsors
- 7
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Pg&E Corporation | CA | 2 | $4,977,330 |
| Lenovo (United States) Inc. | NC | 1 | $532,759 |
| Christianbook, LLC | MA | 1 | $125,745 |
| Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson | NY | 1 | $34,218 |
| Shriver Nursing Services, Inc. | MA | 1 | $18,147 |
| Johnson Matthey Inc. | PA | 1 | $15,669 |
| Norlee Group | FL | 1 | $10,364 |
State footprint
Plans reporting Edelman Financial Engines are sponsored in CA (2), MA (2), FL (1), NC (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pg&E Corporation | Pg&E Corp. Retirement Savings Plan For Union-Represented Employees | 2023 | $2,662,711 | not reported in the loaded dataset |
| Pg&E Corporation | Pg&E Corporation Retirement Savings Plan | 2023 | $2,314,619 | not reported in the loaded dataset |
| Lenovo (United States) Inc. | Lenovo Savings Plan | 2023 | $532,759 | not reported in the loaded dataset |
| Christianbook, LLC | Christianbook, LLC Profit-Sharing Plan | 2023 | $125,745 | not reported in the loaded dataset |
| Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson | Barasch & Mcgarry, Pc Cash Balance Plan | 2023 | $34,218 | not reported in the loaded dataset |
| Shriver Nursing Services, Inc. | Shriver Nursing Services, Inc 403(B) Plan | 2023 | $18,147 | not reported in the loaded dataset |
| Johnson Matthey Inc. | Johnson Matthey Inc. Salaried Employees Savings Investment Plan | 2023 | $15,669 | not reported in the loaded dataset |
| Norlee Group | Norlee Group 401(K) Plan | 2023 | $10,364 | not reported in the loaded dataset |
Related Form 5500 pages
- Pg&E Corp. Retirement Savings Plan For Union-Represented Employees (plan 002)
- Pg&E Corporation — all reported plans
- Pg&E Corporation Retirement Savings Plan (plan 001)
- Lenovo Savings Plan (plan 002)
- Lenovo (United States) Inc. — all reported plans
- Christianbook, LLC Profit-Sharing Plan (plan 001)
- Christianbook, LLC — all reported plans
- Barasch & Mcgarry, Pc Cash Balance Plan (plan 002)
- Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson — all reported plans
- Shriver Nursing Services, Inc 403(B) Plan (plan 003)
- Shriver Nursing Services, Inc. — all reported plans
- Johnson Matthey Inc. Salaried Employees Savings Investment Plan (plan 003)
- Johnson Matthey Inc. — all reported plans
- Norlee Group 401(K) Plan (plan 001)
- Norlee Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources