Edelman Financial Engine

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

644

Total plan assets

$11.6M

Filings (rows)

Direct comp

$39K

Indirect comp

Showing only "EDELMAN FINANCIAL ENGINE"

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EDELMAN FINANCIAL ENGINES165 EDELMAN FINANCIAL SERVICES4 EDELMAN FINANCIAL ENGINES ADV2 EDELMAN FINANCIAL ENGINE1 EDELMAN FINANCIAL HOLDINGS III1 EDELMAN FINANCIAL1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Turning Point of Central California Tpocc 401(a) Plan · all filings	VISALIA, CA	Advisor / Consultant	644	$11.6M	$39K	$0