Edelman Financial Holdings III

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

624

Total plan assets

$40.2M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "EDELMAN FINANCIAL HOLDINGS III"

View all 6 variants aggregated →

EDELMAN FINANCIAL ENGINES165 EDELMAN FINANCIAL SERVICES4 EDELMAN FINANCIAL ENGINES ADV2 EDELMAN FINANCIAL HOLDINGS III1 EDELMAN FINANCIAL ENGINE1 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
American Water Resources LLC, DBA Oncourse Home Solutions Oncourse Home Solutions 401(k) Plan · all filings	NAPERVILLE, IL	Advisor / Consultant	624	$40.2M	$57K	$0