OpenERISA

Edelman Financial Engines, LLC

Santa Clara, CA, 95054

EIN 94-3250323
Plans
3
Total participants
15,234
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Edelman Financial Engines 401(K) Plan1,553
2024Form 5500501Edelman Financial Engines, LLC Flexible Benefits Plan1,552
2023Form 5500001Edelman Financial Engines 401(K) Plan1,532
2023Form 5500501Edelman Financial Engines, LLC Flexible Benefits Plan1,537
2022Form 5500001Edelman Financial Engines 401(K) Plan1,582
2022Form 5500501Edelman Financial Engines, LLC Flexible Benefits Plan1,590
2021Form 5500001Edelman Financial Engines 401(K) Plan1,465
2021Form 5500002Edelman Financial Services, LLC 401(K) Plan0
2021Form 5500501Edelman Financial Engines, LLC Flexible Benefits Plan1,460
2020Form 5500001Edelman Financial Engines 401(K) Plan1,073
2020Form 5500002Edelman Financial Services, LLC 401(K) Plan405
2020Form 5500501Edelman Financial Engines, LLC Flexible Benefits Plan1,485

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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