Daniel J. Edelman Holdings, Inc. Profit Sharing Plan
Sponsored by Daniel J. Edelman Holdings, Inc. · EIN 800830746 · Plan #002
- Total assets
- $544M
- Net assets
- $544M
- Active participants
- 3,116
- With balances
- 5,508
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $321,452 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $173,029 |
| Captrust | Consulting (general) | $31,662 |
| Dla Piper Llp | Consulting (general) | $25,263 |
| Crowe | Consulting (general) | $16,300 |