Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 2 in 2023
Providers › Edelman Financial Engines
Edelman Financial Engines
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,769,053
Assets of those plans
$6,419,577,019
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,769,053
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 15 |
| 26 | Investment advisory (participants) | 15 |
| 28 | Investment management | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Milliken Retirement Plan | Milliken | $1,350,798,497 | 8,066 | $357,409 |
| Mcguirewoods LLP Retirement Savings Plan | Mcguirewoods | $1,164,138,525 | 3,180 | $170,546 |
| Reworld Savings Plan | Ogden Projects | $947,719,822 | 4,622 | $249,284 |
| Inspire Brands, Inc. 401(k) Retirement Plan | IRB Holding | $596,425,347 | 0 | $134,131 |
| Johnson Matthey Inc. Salaried Employees Savings Investment Plan | Johnson Matthey | $483,537,431 | 2,545 | $197,562 |
| Orange Group 401(k) Plan | Orange Business Services | $473,829,897 | 1,245 | $142,546 |
| Curia 401(k) Plan | Albany Molecular Research | $285,733,400 | 2,403 | $50,934 |
| Suburban Propane Retirement Savings and Investment Plan | Suburban Propane | $254,032,728 | 4,327 | $152,264 |
| Cambridge Information Group, Inc. 401(k) Retirement Plan | Cambridge Information Group | $251,534,306 | 1,507 | $48,946 |
| Elevate Textiles 401(k) Retirement Plan | International Textile Group | $231,760,911 | 2,849 | $48,396 |
| Siltronic Corporation Savings Plan | Siltronic | $161,750,396 | 691 | $41,159 |
| Tree Top, Inc. Salary Savings Plan | Tree Top | $82,508,663 | 454 | $55,069 |
| Tree Top, Inc. Hourly Savings Plan | Tree Top | $52,292,311 | 890 | $32,024 |
| KLM Retirement Savings Plan | KLM Royal Dutch Airlines | $48,086,701 | 200 | $46,626 |
| Huron Gastroenterology Associates, P.C. Savings and Profit Sharing Plan and Trust | Huron Gastroenterology Associates | $30,849,664 | 222 | $6,480 |
| Norlee Group 401(k) Plan | Norlee Group | $4,578,420 | 532 | $35,677 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.