DANIEL J. EDELMAN HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the DANIEL J. EDELMAN HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The DANIEL J. EDELMAN HOLDINGS, INC. 401(k) on its latest Form 5500
DANIEL J. EDELMAN HOLDINGS, INC. (EIN 80-0830746) reports DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $543.7M in plan assets across 3,116 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full DANIEL J. EDELMAN HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the DANIEL J. EDELMAN HOLDINGS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your DANIEL J. EDELMAN HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DLA PIPER LLP, CROWE, CAPTRUST, VANGUARD ADVISERS.
How to check your DANIEL J. EDELMAN HOLDINGS, INC. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask DANIEL J. EDELMAN HOLDINGS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).