Search public Form 5500 filings

13 results

Companies

companyEdelman Financial Engines, LLC
EIN: 94-3250323Location: CAPlans: 2Latest: 2023

planEdelman Financial Engines 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Edelman Financial Engines, LLCEIN: 94-3250323Plan: 001Participants: 2,337Assets: $431,630,096Location: Santa Clara, CALatest: 2023
planEdelman Financial Engines, LLC Flexible Benefits Plan2023 filing
Sponsor: Edelman Financial Engines, LLCEIN: 94-3250323Plan: 501Participants: 1,630Assets: not reported in the loaded datasetLocation: Santa Clara, CALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Edelman Financial Engines 401(K) Plan
Sponsor: Edelman Financial Engines, LLCEIN: 94-3250323Plan: 001Ack ID: 20240911112606NAL0006972881001
filing2023 Form 5500 — Edelman Financial Engines, LLC Flexible Benefits Plan
Sponsor: Edelman Financial Engines, LLCEIN: 94-3250323Plan: 501Ack ID: 20240904084859NAL0019956817001