Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Daniel J Edelman Holdings
Daniel J Edelman Holdings 401(k)
- Professional, scientific, and technical services
- Chicago, IL
- EIN 80-0830746
- 1 plan with Schedule H financials
- Plan year 2024
- Daniel J Edelman Holdings, Inc.
- filed as Daniel J. Edelman Holdings, Inc.
Administrative expenses excluding investment management, per participant · Daniel J. Edelman Holdings, Inc. Profit Sharing Plan · plan year 2024
$102.01
Higher than 77% of the 2,324 plans $250M to 1B that report it.
Source
= $561,846 / 5,508
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006144820NAL0003836753001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006144820NAL0003836753001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.
Cost and contributions
Administrative expenses per participant
$102.01
Higher than 60% of the 2,405 plans $250M to 1B that report it.
Source
= $561,846 / 5,508
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006144820NAL0003836753001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006144820NAL0003836753001, received 2025-10-06
Administrative expenses as a share of assets
0.103%
Higher than 68% of the 2,407 plans $250M to 1B that report it.
Source
= $561,846 / $543,658,858
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006144820NAL0003836753001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006144820NAL0003836753001, received 2025-10-06
Employer contributions per participant
$1,836
Higher than 23% of the 2,457 plans $250M to 1B that report it.
Source
= $10,112,299 / 5,508
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006144820NAL0003836753001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006144820NAL0003836753001, received 2025-10-06
Employer share of total contributions
21.8%
Higher than 21% of the 2,459 plans $250M to 1B that report it.
Source
= $10,112,299 / $46,405,714
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006144820NAL0003836753001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006144820NAL0003836753001, received 2025-10-06
Plan terms, as stated in Daniel J Edelman Holdings, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006144820NAL0003836753001, received 2025-10-06
Full record, Daniel J. Edelman Holdings, Inc. Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DANIEL J. EDELMAN HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Plan name | DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Sponsor EIN / plan number | 80-0830746 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Participants, beginning of year | 5,648 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Active participants | 3,116 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Participants, end of year | 5,561 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Participants with an account balance | 5,508 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total assets, beginning of year | $474,427,894 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total assets, end of year | $543,658,858 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Net assets, end of year | $543,658,858 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total income | $114,405,970 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Net income | $69,230,964 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Employer contributions | $10,112,299 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Participant contributions | $33,697,218 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $2,596,197 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total contributions | $46,405,714 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Benefit payments | $44,591,225 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $45,175,006 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Total administrative expenses | $561,846 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Administrative expenses excluding investment management | $561,846 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Held in common/collective trusts | $319,153,634 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Held in mutual funds | $219,764,849 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006144820NAL0003836753001, received 2025-10-06 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006144820NAL0003836753001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006144820NAL0003836753001, received 2025-10-06.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan; 99 Other fees | $321,452 | yes |
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $173,029 | no |
| CAPTRUST | NONE | 16 Consulting (general) | $31,662 | no |
| DLA PIPER LLP | NONE | 16 Consulting (general) | $25,263 | no |
| CROWE | NONE | 16 Consulting (general) | $16,300 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006144820NAL0003836753001, received 2025-10-06.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $474,427,894 | $543,658,858 | 14.6% |
| Participants with a balance | 5,616 | 5,508 | -1.9% |
| Administrative expenses | $624,556 | $561,846 | -10.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $10,545,929 | $10,112,299 | -4.1% |
Prior filing 20241004132445NAL0005728451001, received 2024-10-04; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: DANIEL J. EDELMAN HOLDINGS, INC.; SEC registrant: Daniel J Edelman Holdings, Inc. (CIK 1836840, matched by EIN).