Daniel J. Edelman Holdings 401(k) plan

Daniel J. Edelman Holdings, Inc., Chicago, IL. EIN 80-0830746. Annual reports 2009–2024. Also filed as Daniel J. Edelman, Inc.; Daniel J. Edelman, Inc. (Edelman); Daniel J. Edelman Holdings, Inc. (Edelman).

Daniel J. Edelman Holdings, Inc. has one active retirement plan on file, the Daniel J. Edelman Holdings, Inc. Profit Sharing Plan, with 5,561 participants and $544 million in assets in 2024. Vanguard has been its recordkeeper since 2009. No traditional pension plan appears in Daniel J. Edelman Holdings's filings since 2009.

Active plans: 1
Participants: 5,561
Plan assets: $544 million
401(k) recordkeeper: Vanguard
Plans on file: 1
Industry: Professional services

The plan

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 80-0830746
Participants (2024): 5,561
Net assets (2024): $544 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Daniel J. Edelman Holdings, Inc.
111 N Canal ST, Suite 1100
Chicago, IL 60606
(312) 240-3000As filed for 2024
In effect since: July 1, 1983

Earlier sponsor: Daniel J. Edelman, Inc. (2009–2013).

Earlier plan names: Daniel J. Edelman Profit Sharing Plan; Daniel J. Edelman Holdings, Inc. Profit Sharing.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,561	$544 million	Vanguard
2023	5,648	$474 million	Vanguard
2022	5,934	$390 million	Vanguard
2021	5,227	$448 million	Vanguard
2020	4,635	$390 million	Vanguard
2019	4,648	$329 million	Vanguard
2018	4,518	$258 million	Vanguard
2017	4,286	$269 million	Vanguard
2016	4,172	$219 million	Vanguard
2015	4,014	$194 million	Vanguard
2014	3,666	$186 million	Vanguard
2013	3,705	$167 million	Vanguard
2012	3,575	$132 million	Vanguard
2011	2,938	$111 million	Vanguard
2010	3,047	$99.6 million	Vanguard
2009	2,475	$81.3 million	Vanguard

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Daniel J. Edelman Holdings, Inc. Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((312) 240-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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