Edelman Financial Services, Llc 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2019. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Edelman Financial Services, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2019 filing.
Edelman Financial Services, Llc 401(k) Plan Facts (plan year 2019)
Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Dec 31, 2019), filed Aug 20, 2020. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2019
- $10.8 million went into the plan in contributions, $2.71 million of it from the employer (25%).
- $6.03 million was paid out to participants.
- Investment and other income added $22.5 million.
- Administrative expenses were $147,202, about $252 per account.
How the Edelman Financial Services, Llc 401(k) changed, 2010–2019
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2010 | 199 | $21.4 million | $494,564 | $529,614 |
| 2011 | 2 | $22,500 | $0 | $0 |
| 2016 | 689 | $74.9 million | $1.76 million | $4.18 million |
| 2017 | 636 | $96.3 million | $2.02 million | $2.81 million |
| 2018 | 670 | $93.7 million | $2.17 million | $4.02 million |
| 2019 | 669 | $120.8 million | $2.71 million | $6.03 million |
Edelman Financial Services, Llc 401(k) Contact Information
Questions about the Edelman Financial Services, Llc 401(k)
Is the Edelman Financial Services, Llc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2019, and no later filing was found under this employer's EIN.
Does Edelman Financial Services, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $2.71 million, 25% of all contributions.
Does the Edelman Financial Services, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Edelman Financial Services, Llc 401(k) plan?
669 participants at the start of plan year 2019, 434 of them active employees, and 137 former employees who still had money in the plan.
What is the average 401(k) balance at Edelman Financial Services, Llc?
About $206,857 per account: $120.8 million in plan assets across 584 accounts with a balance at the end of plan year 2019.
Who manages the Edelman Financial Services, Llc 401(k) accounts?
PCS Retirement (listed on the filing as PROFESSIONAL CAPITAL SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.