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Company:
The Edelman Financial Group, Inc.
Plan:
The Edelman Financial Group Inc. 401k Plan
 

The Edelman Financial Group, Inc.

72 Plan: The Edelman Financial Group Inc. 401k Plan

 
 
72
9
65
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $79,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The Edelman Financial Group Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Total Plan Cost. The Edelman Financial Group Inc. 401k Plan currently has over 500 active participants and over $36.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
46
Plan Average: 24
Top 3 Funds in this 401k
1. DFA US Large Cap Value I 10%
2. Vanguard Growth 9%
3. TD Ameritrade Self-Directed Brokerage Account 8%

 Retirement Plan Details

Address 5800 Jp Morgan Chase Tower
600 Travis, Suite 5800
Houston, TX 77002 
Industry Offices of Other Holding Companies
Administrator Hetal Patel
Net Plan Assets $36,700,000
Total Participants 550
Avg Account Balance $77,000

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Caron & Bletzer, PLLC

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