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.
|1.||DFA US Large Cap Value I||10%|
|3.||TD Ameritrade Self-Directed Brokerage Account||8%|
5800 Jp Morgan Chase Tower
600 Travis, Suite 5800
Houston, TX 77002
|Industry||Offices of Other Holding Companies|
|Net Plan Assets||$36,700,000|
|Avg Account Balance||$77,000|
|Berkadia Commercial Mortgage LLC||78.3|
|D.S. North America Holdings||74.8|
|Legal & General America||70.6|
Please visit the vault to keep your 401k plan information accurate and up-to-date.