Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Edelman Financial Engines, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 102 retirement plans with 100 or more participants reported paying Edelman Financial Engines, LLC $5,000 or more. Those plans cover 875,005 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $44.4M. Per plan, the median was $54.41 per participant, with the middle half of plans between $27.25 and $107. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Iowa (9), Rhode Island (9) and Illinois (8).
In 2009 it appeared on 39 such filings; in 2024, 103. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $27.25 | $54.41 | $107 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.07% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| American Airlines, Inc. 401(k) Plan | American Airlines, Inc. - Retirement | TX | 114,149 | $16.2B | $5.5M |
| Oracle Corporation 401(k) Savings and Investment Plan | Oracle Corporation | CA | 101,985 | $31.0B | $1.9M |
| Chs/community Health Systems, Inc. Retirement Savings Plan | Chs/community Health Systems, Inc. | TN | 88,285 | $4.78B | $184K |
| Cisco Systems,inc. 401(k) Plan | Cisco Systems,inc. | CA | 72,556 | $22.7B | $3.6M |
| Inspire Brands, Inc. 401(k) Retirement Plan | Irb Holding Corporation | GA | 43,661 | $596M | $134K |
| Exelon Corporation Employee Savings Plan | Exelon Corporation | IL | 26,632 | $6.31B | $3.3M |
| Sony USA 401(k) Plan | Sony Corporation of America | NY | 25,938 | $6.21B | $1.2M |
| Shell Provident Fund | Shell USA, Inc. | TX | 24,265 | $11.5B | $3.6M |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | CA | 23,286 | $6.54B | $1.9M |
| Constellation Employee Savings Plan | Constellation Energy Generation LLC | PA | 20,615 | $5.98B | $1.4M |
| Ntess Savings and Income Plan | National Technology & Engineering Solutions of Sandia, LLC | NM | 19,883 | $7.25B | $2.0M |
| American Airlines, Inc. 401(k) Plan for Pilots | American Airlines, Inc. - Retirement | TX | 18,671 | $11.7B | $1.6M |
| The Hershey Company 401(k) Plan | The Hershey Company | PA | 16,793 | $2.13B | $909K |
| Penske Automotive Group Employee Stock Ownership 401(k) Plan | Penske Automotive Group, Inc. | MI | 16,448 | $1.06B | $15K |
| Blue Cross Blue Shield of SC Employee Savings and Salary Reduction Plan | Blue Cross and Blue Shield of South Carolina | SC | 15,669 | $1.46B | $1.1M |
| Tetra Tech, Inc. and Subsidiaries Retirement Plan | Tetra Tech, Inc. | CT | 14,215 | $2.16B | $805K |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | CA | 12,335 | $7.87B | $2.2M |
| Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan | Blue Cross and Blue Shield of Florida, Inc. | FL | 10,868 | $1.67B | $1.6M |
| NNPP Contractor Savings Plan | Fluor Marine Propulsion, LLC | PA | 10,824 | $2.49B | $345K |
| Henry Schein, Inc. 401(k) Savings Plan | Henry Schein, Inc. | NY | 10,406 | $1.56B | $596K |
| The Milliken Retirement Plan | Milliken & Company | SC | 9,782 | $1.35B | $357K |
| Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg | Southern California Permanente Medical Group | CA | 9,731 | $899M | $518K |
| Greif 401(k) Retirement Plan | Greif Packaging LLC | OH | 9,160 | $863M | $295K |
| The Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital Corporation | AZ | 8,163 | $1.61B | $20K |
| Keysight Technologies, Inc. 401(k) Plan | Keysight Technologies, Inc. | CA | 7,501 | $2.62B | $713K |
| Knife River Corporation 401(k) Retirement Plan | Knife River Corporation | ND | 7,242 | $856M | $138K |
| Cambia Health Solutions, Inc. 401(k) Savings Plan | Cambia Health Solutions, Inc. | OR | 6,863 | $1.47B | $950K |
| NNPP Contractor Capital Accumulation Plan | Fluor Marine Propulsion, LLC | PA | 6,829 | $202M | $26K |
| Fortune Brands Innovations Retirement Savings Plan | Fortune Brands Innovations, Inc. | IL | 6,825 | $825M | $284K |
| Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing Plan | Chevron Phillips Chemical Company LP | TX | 6,088 | $1.93B | $30K |
| Reworld Savings Plan | Reworld Projects, LLC | NJ | 5,581 | $948M | $249K |
| 401(k) Retirement Plan for Reynolds Consumer Products | Reynolds Consumer Products LLC | IL | 5,445 | $633M | $147K |
| Godaddy.com, LLC 401(k) Plan | Godaddy.com, LLC | AZ | 5,307 | $642M | $189K |
| HF Sinclair Corporation 401(k) Retirement Savings Plan | HF Sinclair Corporation | TX | 5,004 | $1.17B | $248K |
| Gerdau Ameristeel US 401(k) Retirement Plan | Gerdau Ameristeel US Inc. | FL | 4,713 | $746M | $536K |
| Suburban Propane Retirement Savings and Investment Plan | Suburban Propane L.P. | NJ | 4,663 | $254M | $152K |
| Covington & Burling Retirement Savings Plan | Covington & Burling LLP | DC | 3,400 | $1.71B | $363K |
| Fortune Brands Innovations Hourly Employee Retirement Savings Plan | Fortune Brands Innovations, Inc. | IL | 3,347 | $68.5M | $19K |
| McGuirewoods LLP Retirement Savings Plan | McGuirewoods LLP | VA | 3,238 | $1.16B | $171K |
| Diversified Service Options, Inc. DBA Guidewell Source 401(k) Savings Plan | Diversified Service Options, Inc. DBA Guidewell Source | FL | 3,152 | $224M | $109K |
Questions and answers
How many plans does Edelman Financial Engines, LLC serve?
102 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Edelman Financial Engines, LLC?
The median plan reported $54.41 per participant in direct and indirect compensation (102 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (50 plans), Investment advisory (participants) (42 plans), Investment management (24 plans) and Contract Administrator (15 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.