· 2022–2024 · DOL EFAST2
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Edelman Financial
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
1
Active participants
235
Total plan assets
$9.7M
Filings (rows)
1
Direct comp
$39K
Indirect comp
$0
Showing only "EDELMAN FINANCIAL"
View all 6 variants aggregated →
EDELMAN FINANCIAL ENGINES
179
EDELMAN FINANCIAL SERVICES
6
EDELMAN FINANCIAL ENGINES ADV
2
EDELMAN FINANCIAL ENGINE
1
EDELMAN FINANCIAL HOLDINGS III
1
EDELMAN FINANCIAL
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Trible's, Inc.
Trible's Inc. Profit Sharing Plan ·
all filings
UPPER MARLBORO, MD
Advisor / Consultant
235
$9.7M
$39K
$0
Edelman Financial — Form 5500 Service Provider Profile | Form 5500 Search