Edelman Financial Engines, LLC
California
Registered In
08/09/2018
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Edelman Financial Engines, LLC at 3945 Freedom Cir STE 950, Santa Clara, Ca 95054 lists The Edelman Financial Engines Center, Llc and Jay Shah of Boston, MA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Corporation Service Company Which Will Do Business In California As Csc - Lawyers Incorporating Service
Registered 1505 Agent
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2710 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
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The Edelman Financial Engines Center, Llc
Manager
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28 STATE ST FL 21ST, BOSTON, MA 02109
(View Past Addresses)
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Jay Shah
CEO
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28 STATE ST FL 21ST, BOSTON, MA 02109
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Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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3945 FREEDOM CIR STE 950, SANTA CLARA, CA 95054
View Map
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28 STATE ST FL 21ST, BOSTON, MA 02109
(Mailing)
View Map
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Showing current addresses only (2 of 5 total addresses). Create a free account to see the full address history
Financials
Financial Information for Edelman Financial Engines, LLC
Form 5500
EDELMAN FINANCIAL ENGINES, LLC
3315 Scott Blvd 4th Floor,, Santa Clara, Ca 95054 (408) 498-6000 EIN:94-3250323 Plan Admin:Michael Chang| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameEDELMAN FINANCIAL ENGINES 401(K) PLAN Plan #001 Participants BOY/EOY2,106 / 2,339 Assets BOY/EOY$407,268,077 / $348,521,737 | 2022 | EDELMAN FINANCIAL ENGINES 401(K) PLAN - Plan #001 | 2,106 / 2,339 | $407,268,077 / $348,521,737 |
| 2022 | Plan NameEDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY1,460 / 0 Assets BOY/EOY$0 / $0 | 2022 | EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN - Plan #501 | 1,460 / 0 | $0 / $0 |
| 2021 | Plan NameEDELMAN FINANCIAL ENGINES 401(K) PLAN Plan #001 Participants BOY/EOY1,531 / 2,106 Assets BOY/EOY$226,054,893 / $407,268,077 | 2021 | EDELMAN FINANCIAL ENGINES 401(K) PLAN - Plan #001 | 1,531 / 2,106 | $226,054,893 / $407,268,077 |
| 2021 | Plan NameEDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY1,485 / 0 Assets BOY/EOY$0 / $0 | 2021 | EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN - Plan #501 | 1,485 / 0 | $0 / $0 |
| 2020 | Plan NameEDELMAN FINANCIAL ENGINES 401(K) PLAN Plan #001 Participants BOY/EOY1,495 / 1,531 Assets BOY/EOY$190,348,270 / $226,054,893 | 2020 | EDELMAN FINANCIAL ENGINES 401(K) PLAN - Plan #001 | 1,495 / 1,531 | $190,348,270 / $226,054,893 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:3945 Freedom Cir Santa Clara, CA
Address Match:3945 Freedom Cir Ste 950 Santa Clara, CA
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Address Match:28 State St Fl 21st Boston, MA
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Boston, MA Charleston, WV | View Report | |
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Boston, MA Hilliard, OH | View Report | |
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Boston, MA Fairfax, VA | View Report | |
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Boston, MA | View Report | |
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Boston, MA Wilmington, DE | View Report | |
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Registered in Virginia
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Boston, MA Fairfax, VA | View Report | |
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The Edelman Financial Engines Center, LLC
Registered in California
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Boston, MA Santa Clara, CA (2 more) | View Report | |
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Registered in North Carolina
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Person/Address Match:The Edelman Financial Engines Center Llc -
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Registered in Oregon
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Boston, MA | View Report | |
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Registered in Arizona
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Boston, MA Phoenix, AZ (1 more) | View Report | |
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Registered in Connecticut
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Boston, MA Sunnyvale, CA | View Report | |
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Registered in Florida
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Boston, MA Tallahassee, FL | View Report | |
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Edelman Financial Engines, LLC
Registered in Nevada
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Fairfax, VA | View Report | |
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Edelman Financial Engines, LLC
Registered in New Mexico
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Sunnyvale, CA | View Report | |
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Registered in Florida
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Boston, MA Tallahassee, FL | View Report | |
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Registered in Idaho
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Boston, MA | View Report | |
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Registered in North Carolina
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Boston, MA Raleigh, NC | View Report | |
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Carrollton, TX Sunnyvale, CA | View Report | |
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Related Business Names:
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Edelman Financial Engines, LLC
Registered in Iowa
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Des Moines, IA | View Report | |
|
Edelman Financial Engines, LLC
Registered in Michigan
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Lansing, MI | View Report | |
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Edelman Financial Engines, LLC
Registered in Rhode Island
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Boston, MA Warwick, RI | View Report | |
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Edelman Financial Engines, LLC
Registered in Iowa
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Des Moines, IA | View Report | |
|
Edelman Financial Engines, LLC
Registered in Tennessee
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Boston, MA Brentwood, TN | View Report | |
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Edelman Financial Engines, LLC
Registered in Virginia
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Sunnyvale, CA Fairfax, VA | View Report | |
|
Edelman Financial Engines, LLC
Registered in Utah
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Floor Boston, MA Salt Lake City, UT | View Report | |
|
Edelman Financial Engines, LLC
Registered in Kansas
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Topeka, KS | View Report | |
|
Edelman Financial Engines, LLC
Registered in Georgia
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Boston, MA Lawrenceville, GA | View Report | |
|
Edelman Financial Engines, LLC
Registered in Utah
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Floor Boston, MA Salt Lake City, UT | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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