Edelman Financial Services LLC

85
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (76)
Highest in Peer Group (92)

Plan Description

Edelman Financial Services LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Edelman Financial Services LLC 401k Plan currently has over 600 active participants and over $93.6M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (85) and the top rated plan (92) could equate to:
6
Additional years of work
41,458
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 4000 Legato Road 9th Floor
  • Location
    Fairfax , VA
  • 22033
  • Industry
    Offices of Other Holding Companies
  • Net Plan Assets
    $93,600,000
  • Total Participants
    660
  • Avg Account Balance
    $140,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Harbisonwalker International 80.2
Alberici 79.7
The Boldt Group 77.6
Tosoh America 74.9
E.D. & F. Man Holdings 74.7
HealthMarkets 72.7

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Growth 14%
30%
DFA US Large Cap Value I 12%
59%
iShares Russell 1000 Value Index 11%
28%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Administration
Professional Capital Services, LLC
Recordkeeper
Professional Capital Services, LLC
Consultant
Professional Capital Services, LLC
Corporate Trustee
Advisor Trust
Auditor
Caron & Bletzer, PLLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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