Daniel J. Edelman, Inc. 401(k) Plan: Login, Facts & Contact Information

Daniel J. Edelman, Inc. 401(k) Plan Facts

Plan name
DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
DANIEL J. EDELMAN HOLDINGS, INC.
Participants
5,648 (3,116 active employees)
Former employees with a balance
2,424
Plan assets
$543,658,858 at Dec 31, 2024
Average account balance
$98,703 across 5,508 accounts
Employer contributions
$10,112,299 in plan year 2024 (22% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1983
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $46.4 million went into the plan in contributions, $10.1 million of it from the employer (22%).
  • $44.6 million was paid out to participants.
  • Investment and other income added $68.0 million.
  • Administrative expenses were $561,846, about $102 per account.

How the Daniel J. Edelman, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,518$328.9 million$7.02 million$22.6 million
20204,648$389.6 million$7.06 million$23.6 million
20214,635$448.1 million$7.53 million$39.9 million
20225,227$389.7 million$8.90 million$30.7 million
20235,934$474.4 million$10.5 million$37.8 million
20245,648$543.7 million$10.1 million$44.6 million

Daniel J. Edelman, Inc. 401(k) Contact Information

Phone
312-240-3000
Mailing address
111 N CANAL ST SUITE 1100, CHICAGO IL 60606
Plan sponsor
DANIEL J. EDELMAN HOLDINGS, INC.
Employer identification number (EIN)
80-0830746
Plan number
002

Questions about the Daniel J. Edelman, Inc. 401(k)

Does Daniel J. Edelman, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $10.1 million, 22% of all contributions.

Does the Daniel J. Edelman, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Daniel J. Edelman, Inc 401(k) plan?

5,648 participants at the start of plan year 2024, 3,116 of them active employees, and 2,424 former employees who still had money in the plan.

What is the average 401(k) balance at Daniel J. Edelman, Inc?

About $98,703 per account: $543.7 million in plan assets across 5,508 accounts with a balance at the end of plan year 2024.

Who manages the Daniel J. Edelman, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Daniel J. Edelman, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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