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% |
| 2. | Vanguard Growth | 9% |
| 3. | TD Ameritrade Self-Directed Brokerage Account | 8% |
| 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 |
| Berkadia Commercial Mortgage LLC | 78.3 |
| D.S. North America Holdings | 74.8 |
| Dacotah Banks | 74.2 |
| Legal & General America | 70.6 |
| Fives Cinetic | 69.4 |
| Thrall Enterprises | 68.3 |

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