Edelman Financial Services

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

3,929

Total plan assets

$636.0M

Filings (rows)

Direct comp

$376K

Indirect comp

Showing only "EDELMAN FINANCIAL SERVICES"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant6

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Horace Mann Service Corporation Horace Mann 401(k) Plan · all filings	SPRINGFIELD, IL	Advisor / Consultant	1,774	$299.5M	$61K	$0
Horace Mann Service Corporation Horace Mann 401(k) Plan · all filings	SPRINGFIELD, IL	Advisor / Consultant	1,785	$265.9M	$52K	$0
TCA Architects, Inc. TCA Architects, Inc. 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	78	$21.0M	$65K	$0
TCA Architects, Inc. TCA Architects, Inc. 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	86	$18.5M	$63K	$0
TCA Architects, Inc. TCA Architects, Inc. 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	101	$16.9M	$74K	$0
TCA Architects, Inc. TCA Architects, Inc. 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	105	$14.3M	$61K	$0