Plan Snapshot
- Plan Sponsor: Edelman Financial Engines, LLC
- Sponsor EIN: 943250323
- Sponsor Address: 3315 SCOTT BLVD 4TH FLOOR,, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 1,553
- Total Assets: $500.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,553 | $500.5M | $10.5M | $27.8M |
| 2023 | 1,532 | $431.6M | $9.8M | $26.3M |
| 2022 | 1,582 | $348.5M | $9.7M | $25.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | NONE | $5,950 | — | $5,950 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — NONE
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,950
- Estimated Expense Ratio: 0.001% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,950 | — | — | — | — |
| 2023 | $8,000 | — | — | — | — |
| 2022 | $6,600 | — | $6,600 | — | — |