Plans listing this provider
77
0.14% of the 56,420 plans with Schedule H financials; 69 in 2023
Providers › Edelman Financial Engines, LLC
Edelman Financial Engines, LLC
- Service provider, as named on Schedule C
- EIN 943250323
- Plan year 2024
- Direct compensation reported $38,978,637
Assets of those plans
$226,591,319,319
2.91% of all Schedule H plan assets
Plans where it is the recordkeeper
12
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$38,978,637
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 43 |
| 50 | Direct payment from the plan | 30 |
| 26 | Investment advisory (participants) | 29 |
| 28 | Investment management | 16 |
| 13 | Contract administrator | 12 |
| 15 | Recordkeeping and information management | 12 |
| 16 | Consulting (general) | 2 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $164,003 |
| Oracle Corporation 401(k) Savings and Investment Plan | Oracle | $31,026,465,040 | 99,815 | $1,926,018 |
| Cisco Systems,inc. 401(k) Plan | Cisco Systems | $22,728,425,546 | 72,060 | $3,611,306 |
| American Airlines, Inc. 401(k) Plan | American Airlines Group | $16,193,365,552 | 109,470 | $5,521,308 |
| American Airlines, Inc. 401(k) Plan for Pilots | American Airlines Group | $11,659,942,125 | 18,400 | $1,570,877 |
| Shell Provident Fund | Shell USA | $11,524,072,633 | 24,212 | $3,631,166 |
| Ntess Savings and Income Plan | National Technology & Engineering Solutions of Sandia | $7,248,575,896 | 19,472 | $2,048,561 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $1,854,318 |
| Exelon Corporation Employee Savings Plan | Exelon | $6,312,088,518 | 25,991 | $3,317,969 |
| Sony USA 401(k) Plan | Sony Corporation of America | $6,211,515,905 | 25,568 | $1,204,369 |
| Constellation Employee Savings Plan | Constellation Energy Generation | $5,977,479,235 | 20,280 | $1,389,822 |
| Chs/community Health Systems, Inc. Retirement Savings Plan | CHS/Community Health Systems | $4,778,242,011 | 80,965 | $184,154 |
| Keysight Technologies, Inc. 401(k) Plan | Keysight Technologies | $2,616,847,941 | 7,443 | $712,538 |
| NNPP Contractor Savings Plan | Fluor Marine Propulsion | $2,485,446,397 | 10,632 | $344,527 |
| Tetra Tech, Inc. and Subsidiaries Retirement Plan | Tetra Tech | $2,160,392,069 | 10,892 | $804,511 |
| The Hershey Company 401(k) Plan | Hershey | $2,133,276,680 | 15,958 | $909,003 |
| Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing Plan | Chevron Phillips Chemical | $1,934,083,887 | 6,021 | $30,115 |
| Covington & Burling Retirement Savings Plan | Covington & Burling | $1,705,921,067 | 3,323 | $362,669 |
| Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan | Blue Cross and Blue Shield of Florida | $1,674,969,402 | 10,730 | $1,563,560 |
| Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital | $1,615,943,986 | 8,015 | $19,980 |
| Henry Schein, Inc. 401(k) Savings Plan | Henry Schein | $1,555,294,659 | 9,985 | $596,298 |
| Cambia Health Solutions, Inc. 401(k) Savings Plan | Cambia Health Solutions | $1,465,868,925 | 6,816 | $949,535 |
| Blue Cross Blue Shield of SC Employee Savings and Salary Reduction Plan | Blue Cross and Blue Shield of South Carolina | $1,460,862,801 | 15,179 | $1,053,455 |
| Hunton Andrews Kurth LLP Retirement Savings Plan | Hunton Andrews Kurth | $1,326,422,140 | 2,477 | $17,700 |
| HF Sinclair Corporation 401(k) Retirement Savings Plan | HF Sinclair | $1,169,472,773 | 4,984 | $247,523 |
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.