Edelman Financial Engines ADV

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

939

Total plan assets

$320.9M

Filings (rows)

Direct comp

$78K

Indirect comp

Showing only "EDELMAN FINANCIAL ENGINES ADV"

View all 6 variants aggregated →

EDELMAN FINANCIAL ENGINES179 EDELMAN FINANCIAL SERVICES6 EDELMAN FINANCIAL ENGINES ADV2 EDELMAN FINANCIAL ENGINE1 EDELMAN FINANCIAL HOLDINGS III1 EDELMAN FINANCIAL1

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TRA-MINW, P.S. TRA-MINW, P.S. 401(k) Profit Sharing Plan and Trust · all filings	TACOMA, WA	Other service providers	480	$171.8M	$43K	$0
TRA-MINW, P.S. TRA-MINW, P.S. 401(k) Profit Sharing Plan and Trust · all filings	TACOMA, WA	Other service providers	459	$149.1M	$35K	$0