# Edelman Financial Engines, LLC 401(k) Plan
Source: https://planprovider.pro/companies/edelman-financial-engines-llc-401k-plan

> Edelman Financial Engines, LLC's 401(k) plan: 1,553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

## Similar Plans

- [Cerity Partners Management LLC](https://planprovider.pro/companies/cerity-partners-management-llc-plan-001) — 1,146 participants

- [Assetmark Financial Holdings, INC.](https://planprovider.pro/companies/assetmark-financial-holdings-inc-401k-plan) — 1,024 participants

- [Oaktree Capital Management](https://planprovider.pro/companies/oaktree-capital-management-401k-plan) — 922 participants

- [Quintes Administrative And Insurance Services, INC.](https://planprovider.pro/companies/quintes-administrative-and-insurance-services-inc-401k-plan) — 914 participants

- [Architect Equity Management LLC](https://planprovider.pro/companies/architect-equity-management-llc-401k-plan) — 889 participants

- [Allianz Asset Management Of America LLC](https://planprovider.pro/companies/allianz-asset-management-of-america-llc-401k-plan) — 2,228 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edelman-financial-engines-llc-401k-plan)

© 2026 PlanProvider.Pro