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Edelman Financial Engines, LLC

Sunnyvale, CA
Virginia
Registered In
08/07/2018
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Edelman Financial Engines, LLC in Sunnyvale, CA was registered on 08/07/2018. It is listed at 1050 Enterprise Way FL 3rd, Sunnyvale, Ca 94089.

Overview

Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Corporation Service Company Registered Agent
100 SHOCKOE SLIP FL 2, RICHMOND, VA 23219
Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history

Map & Locations

1050 ENTERPRISE WAY FL 3RD, SUNNYVALE, CA 94089 View Map

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
2021 Plan NameEDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN Plan #002 Participants BOY/EOY541 / 0 Assets BOY/EOY$132,540,373 / $0 2021 EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #002 541 / 0 $132,540,373 / $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
2020 Plan NameEDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN Plan #002 Participants BOY/EOY611 / 541 Assets BOY/EOY$120,804,546 / $132,540,373 2020 EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #002 611 / 541 $120,804,546 / $132,540,373
2020 Plan NameEDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY1,020 / 0 Assets BOY/EOY$0 / $0 2020 EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN - Plan #501 1,020 / 0 $0 / $0
2019 Plan NameEDELMAN FINANCIAL ENGINES 401(K) PLAN Plan #001 Participants BOY/EOY1,327 / 1,495 Assets BOY/EOY$143,914,844 / $190,348,270 2019 EDELMAN FINANCIAL ENGINES 401(K) PLAN - Plan #001 1,327 / 1,495 $143,914,844 / $190,348,270
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:1050 Enterprise Way Fl 3rd Sunnyvale, CA
Edelman Financial Engines, LLC Registered in Connecticut
Boston, MA Sunnyvale, CA View Report
Edelman Financial Engines, LLC Registered in New Mexico
Sunnyvale, CA View Report
Financial Engines Advisors L.L.C. Registered in New Mexico
Sunnyvale, CA Wilmington, DE View Report
Financial Engines, Inc. Registered in Rhode Island
Sunnyvale, CA View Report
The Mutual Fund Store, LLC Registered in Ohio
Columbus, OH Overland Park, KS (1 more) View Report
Smart401k, LLC Registered in Kansas
Sunnyvale, CA Topeka, KS View Report
Financial Engines, Inc. Registered in Florida
Sunnyvale, CA View Report
Financial Engines, Inc. Registered in Massachusetts
Sunnyvale, CA View Report
Mutual Fund Store, Llc (The) Registered in Idaho
Overland Park, KS Sunnyvale, CA View Report
Financial Engines, Inc. Registered in California
Sunnyvale, CA Floor Sunnyvale, CA (1 more) View Report
The Mutual Fund Store, LLC Registered in California
Sunnyvale, CA (1 more) View Report
Financial Engines, Inc. Registered in Connecticut
Sunnyvale, CA View Report
Financial Engines, Inc. Registered in North Carolina
Sunnyvale, CA View Report
Related Business Names:
Edelman Financial Engines, LLC Registered in Iowa
Des Moines, IA View Report
Edelman Financial Engines, LLC Registered in West Virginia
Boston, MA Charleston, WV View Report
Edelman Financial Engines, LLC Registered in Michigan
Lansing, MI View Report
Edelman Financial Engines, LLC Registered in Rhode Island
Boston, MA Warwick, RI View Report
Edelman Financial Engines, LLC Registered in Iowa
Des Moines, IA View Report
Edelman Financial Engines, LLC Registered in Ohio
Boston, MA Hilliard, OH View Report
Edelman Financial Engines, LLC Registered in Tennessee
Boston, MA Brentwood, TN View Report
Edelman Financial Engines, LLC Registered in Massachusetts
Boston, MA View Report
Edelman Financial Engines, LLC Registered in Oregon
Boston, MA View Report
Edelman Financial Engines, LLC Registered in Nevada
Fairfax, VA View Report
Edelman Financial Engines, LLC Registered in Utah
Floor Boston, MA Salt Lake City, UT View Report
Edelman Financial Engines, LLC Registered in Minnesota
Boston, MA Edina, MN (1 more) View Report
Edelman Financial Engines, LLC Registered in Kansas
Topeka, KS View Report
Edelman Financial Engines, LLC Registered in Georgia
Boston, MA Lawrenceville, GA View Report
Edelman Financial Engines, LLC Registered in North Carolina
Boston, MA Raleigh, NC View Report
Edelman Financial Engines, LLC Registered in Utah
Floor Boston, MA Salt Lake City, UT View Report
Edelman Financial Engines, LLC Registered in Texas
Carrollton, TX Sunnyvale, CA View Report
Address Match:1050 Enterprise Way Sunnyvale, CA
Financial Engines Advisors L.L.C. Registered in Virginia
Richmond, VA Sunnyvale, CA View Report
Financial Engines, Inc. Registered in Oklahoma
Oklahoma City, OK Sunnyvale, CA View Report
Rambus Inc. Registered in Colorado
Centennial, CO Sunnyvale, CA View Report
Datera Inc. Registered in Oregon
Sunnyvale, CA View Report
Narwhal Acquisition Corporation Registered in Oregon
Sunnyvale, CA View Report
Financial Engines Advisor Center, LLC Registered in Tennessee
Nashville, TN Sunnyvale, CA View Report
Rrks Company, LLC Registered in California
Sunnyvale, CA View Report
The Cooke Company, LLC Registered in California
Sunnyvale, CA View Report
Financial Engines, Inc. Registered in Kansas
Sunnyvale, CA Topeka, KS View Report
Level 10 Construction, Lp Registered in Washington
Spokane, WA Sunnyvale, CA View Report
The Mutual Fund Store, LLC Registered in Washington
Sunnyvale, CA Tumwater, WA View Report
View More in Sunnyvale, CA

Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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