Valerie Pimenta signed Edelman Financial Engines, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edelman Financial Engines, LLC's EIN is 94-3250323.
Download the official 2024 Form 5500 (PDF) for Edelman Financial Engines, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edelman Financial Engines, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $127.8M | 25.5% | |
| VANGUARD TOTAL INTER STOCK MKT INDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $88.4M | 17.7% | |
| VANGUARD INST TOTAL STOCK MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $74.9M | 15.0% | |
| VANGUARD INST EXTENDED MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $45.0M | 9.0% | |
| VANGUARD INST TOTAL BOND MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $35.6M | 7.1% | |
| Vanguard Long-Term Treasury Index Institutional Fund " | Mutual Funds | — | — | $28.6M | 5.7% | |
| Vanguard US Growth Admiral Fund " | Mutual Funds | — | — | $26.4M | 5.3% | |
| Vanguard Windsor ,,$GPLUDO)XQG " | Mutual Funds | — | — | $14.8M | 3.0% | |
| DFA US Small Cap Institutional Fund " | Mutual Funds | — | — | $13.3M | 2.7% | |
| DFA Large Cap International Institutional Fund Mutual fund | Mutual Funds | — | — | $10.7M | 2.1% | |
| Vanguard Federal Money Market Fund " | Mutual Funds | — | — | $10.1M | 2.0% | |
| Vanguard Emerging Markets Stock Index Institutional Fund " | Mutual Funds | — | — | $9.8M | 2.0% | |
| Vanguard Equity-Income Admiral Fund " | Mutual Funds | — | — | $6.9M | 1.4% | |
| Vanguard Inflation-Protected Securities Admiral Fund " | Mutual Funds | — | — | $3.5M | 0.7% | |
| Retirement Cash Account Interest-bearing cash | Cash / Money Market | — | — | $170K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
