How big is Edelman Wealth Management Group Inc.'s plan?

Edelman Wealth Management Group Inc.'s plan reported $2.1M in assets and 8 participants for 2024.

Original filing (PDF)20250509092132NAL0009792051001

Edelman Wealth Management Group Inc.

Name: Edelman Wealth Management Group Inc. — EWMG Retireme, Form 5500 (2024)
Creator: Edelman Wealth Management Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EWMG Retirement Plan

401(k) retirement plan · Edelman Wealth Management Group Inc.'s EWMG Retirement Plan held $2.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Edelman Wealth Management Group Inc.'s EIN is 20-3867828.

EIN 20-3867828

Plan number 001

Plan year 2024

ACK ID 20250509092132NAL0009792051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edelman Wealth Management Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edelman Wealth Management Group Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDELMAN WEALTH MANAGEMENT GROUP INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score