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

2,077

Total plan assets

$315.6M

Filings (rows)

Direct comp

$250K

Indirect comp

Showing only "EDELMAN FINANCIAL SERVICES"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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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	1,785	$265.9M	$52K	$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