Edelman Financial Engines
advisor29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served88+31 YoYRank #238 of mapped providers
Assets under administration$145.7B0.2%Market share · rank #91
Fees received$26MMedian $61,865/planSum across Schedule C direct + indirect
Net wins YoY+2840 won · 12 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Edelman Financial Engines plan look like?
Service mix · median fees per plan
Count of plans where Edelman Financial Engines ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (participants)Code 26 | 52 | $57,973 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment advisory (plan); Contract AdministratorCode 13 | 17 | $78,972 | |
Participant communication; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 10 | $101,102 | |
Investment management; Direct payment from the planCode 28 | 6 | $136,649 | |
Accounting (including auditing)Code 10 | 1 | $13,500 | |
Investment management fees paid directly by planCode 51 | 1 | $51,967 | |
Recordkeeping feesCode 64 | 1 | $32,505 |
Competitor overlap
Percent of Edelman Financial Engines's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Edelman Financial Engines.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLCNM · 850097942-008 | Financial Engines Advisors LLC | $7.2B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG Investments LLC | $6.4B |
CHS/COMMUNITY HEALTH SYSTEMS, INCTN · 760137985-004 | Principal | $4.8B |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | Financial Engines Advisors LLC | $3.3B |
J.R. SIMPLOT COMPANYID · 820196611-004 | Financial Engines Advisors LLC | $1.6B |
MILLIKEN & COMPANYSC · 510105342-335 | Financial Engines Advisors LLC | $1.4B |
MCGUIREWOODS LLPVA · 540505857-003 | Financial Engines Advisors LLC | $1.2B |
PENSKE AUTOMOTIVE GROUP, INC.MI · 223086739-005 | Principal | $1.1B |
REWORLD PROJECTS, LLCNJ · 133213657-005 | Financial Engines Advisors LLC | $948M |
IRB HOLDING CORPORATIONGA · 823952653-005 | Financial Engines Advisors LLC | $596M |
Plans lost in 2024
Appeared last year under Edelman Financial Engines; not this year.
| Sponsor | To | Assets |
|---|---|---|
PACTIV EVERGREEN SERVICES INC.IL · 270147082-004 | Fidelity Investments | $981M |
CHICAGO MERCANTILE EXCHANGE, INC.IL · 364340266-002 | WTW | $932M |
BREAD FINANCIAL PAYMENTS, INC.OH · 133163498-001 | T. Rowe Price | $824M |
EVERGREEN PACKAGING LLCIL · 208042663-007 | Fidelity Investments | $362M |
STATELINE COOPERATIVEIA · 421023410-030 | Morningstar Investment Management | $20M |
NORTHERN COUNTRY COOPERATIVEIA · 420539815-030 | DST Asset Manager Solutions, Inc. | $14M |
WESTERN CONSOLIDATED CO-OPMN · 411451849-030 | Morningstar Investment Management | $14M |
MID IOWA COOPIA · 420131810-030 | Morningstar Investment Management | $11M |
ADA MOTORS, INC. DBA BURIEN TOYOTA SCIONWA · 911430800-001 | Capital Group | $10M |
TRIBLE'S, INCMD · 530179527-001 | Financial Engines Advisors LLC | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $164,003 | 2y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $4M | 5y | 1 |
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLCNM · 850097942-008 | $7.2B | 19,883 | $2M | 1y | 1 |
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $2M | 7y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | $6.4B | 16,852 | $2M | 1y | - |
SONY CORPORATION OF AMERICANY · 131914734-002 | $6.2B | 25,938 | $1M | 5y | 1 |
PG&E CORPORATIONCA · 943234914-002 | $5.0B | 20,383 | $2M | 5y | 1 |
PG&E CORPORATIONCA · 943234914-001 | $4.9B | 14,099 | $2M | 5y | 1 |
CHS/COMMUNITY HEALTH SYSTEMS, INCTN · 760137985-004 | $4.8B | 88,285 | $184,154 | 1y | 2 |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | $3.3B | 13,997 | $779,654 | 1y | - |
Flag exposure
80.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (29)
Raw Schedule C names collapsed into Edelman Financial Engines.
- BURGISS GROUP LLC THE
- BURGISS GROUP LLC, THE
- BURHAM AND DELLS
- BURHAN GIBSON
- BURIEN TOYOTA
- BURKE & ASSOC
- BURKE & ASSOCIATES
- BURKE & ASSOCIATES INC
- BURKE & ASSOCIATES, INC
- BURKE DISTRIBUTING CO LLC
- DBA EDELMAN FINANCIAL SERVICES LLC
- EDELMAN FIN'L SVCS
- EDELMAN FINACIAL SERVICES, LLC
- EDELMAN FINANCIAL
- EDELMAN FINANCIAL ENGINE
- EDELMAN FINANCIAL ENGINES
- EDELMAN FINANCIAL ENGINES ADV LLC
- EDELMAN FINANCIAL ENGINES INC.
- EDELMAN FINANCIAL ENGINES LLC
- EDELMAN FINANCIAL ENGINES, INC
- EDELMAN FINANCIAL ENGINES, INC.
- EDELMAN FINANCIAL ENGINES, LLC
- EDELMAN FINANCIAL ENGINES,INC
- EDELMAN FINANCIAL HOLDINGS III
- EDELMAN FINANCIAL SERVICES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Edelman Financial Engines's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.14% | 7.76% | -6.63 pp |
| Fidelity bond gap | 3 | 3.41% | 26.94% | -23.53 pp |
| Late contributions | 21 | 23.86% | 1.71% | +22.15 pp |
| Failed to provide benefit | 1 | 1.14% | 0.14% | +1.00 pp |
| Corrective distributions | 23 | 26.14% | 1.76% | +24.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Edelman Financial Engines. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Edelman Financial Engines's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 2 | 2.3% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 1.1% |
| Eversheds Sutherland | 1 | 1.1% |
| Hawley Troxell Ennis & Hawley LLP | 1 | 1.1% |
| Ivins, Phillips & Barker | 1 | 1.1% |
| Morgan Lewis & Bockius LLP | 1 | 1.1% |
| Paul Hastings LLP | 1 | 1.1% |
| Smith Gambrell & Russell, LLP | 1 | 1.1% |
| SRN Dentons | 1 | 1.1% |
| Troutman Pepper | 1 | 1.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).