Edelman Financial Engines, Llc 401(k) Plan: Login, Facts & Contact Information

Edelman Financial Engines, Llc 401(k) Plan Facts

Plan name
EDELMAN FINANCIAL ENGINES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EDELMAN FINANCIAL ENGINES, LLC
Participants
2,312 (1,553 active employees)
Former employees with a balance
750
Plan assets
$500,531,918 at Dec 31, 2024
Average account balance
$218,382 across 2,292 accounts
Employer contributions
$10,488,033 in plan year 2024 (24% of all contributions)
Recordkeeper
Alight Solutions Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ 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 Sep 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $43.3 million went into the plan in contributions, $10.5 million of it from the employer (24%).
  • $37.5 million was paid out to participants.
  • Investment and other income added $63.1 million.
  • Administrative expenses were $5,950, about $3 per account.

How the Edelman Financial Engines, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,327$190.3 million$5.10 million$10.1 million
20201,495$226.1 million$5.78 million$22.8 million
20211,531$407.3 million$8.51 million$46.9 million
20222,106$348.5 million$9.68 million$23.1 million
20232,337$431.6 million$9.79 million$27.8 million
20242,312$500.5 million$10.5 million$37.5 million

Edelman Financial Engines, Llc 401(k) Contact Information

Phone
408-498-6000
Mailing address
3315 SCOTT BLVD 4TH FLOOR,, SANTA CLARA CA 95054
Plan sponsor
EDELMAN FINANCIAL ENGINES, LLC
Employer identification number (EIN)
94-3250323
Plan number
001

Questions about the Edelman Financial Engines, Llc 401(k)

Does Edelman Financial Engines, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $10.5 million, 24% of all contributions.

Does the Edelman Financial Engines, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Edelman Financial Engines, Llc 401(k) plan?

2,312 participants at the start of plan year 2024, 1,553 of them active employees, and 750 former employees who still had money in the plan.

What is the average 401(k) balance at Edelman Financial Engines, Llc?

About $218,382 per account: $500.5 million in plan assets across 2,292 accounts with a balance at the end of plan year 2024.

Who manages the Edelman Financial Engines, Llc 401(k) accounts?

Alight (listed on the filing as ALIGHT SOLUTIONS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Edelman Financial Engines, Llc. How do I access my 401(k)?

Your account stays with Alight 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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