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Company Name: | EDELMAN FINANCIAL ENGINES, LLC |
Employer identification number (EIN): | 943250323 |
NAIC Classification: | 519100 |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | ||||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Date | Description |
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2021-10-14 | 943250323 Change of name detected from EDELMAN FINANCIAL SERVICES, LLC to EDELMAN FINANCIAL ENGINES, LLC |
2021-08-06 | 943250323 Change of name detected from FINANCIAL ENGINES, INC. to EDELMAN FINANCIAL ENGINES, LLC |
2021-08-06 | 943250323 Change of name detected from EDELMAN FINANCIAL ENGINES, INC. to EDELMAN FINANCIAL ENGINES, LLC |
2021-08-06 | 943250323 Change of plan name detected from EDELMAN FINANCIAL ENGINES, INC. FLEXIBLE BENEFITS PLAN to EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN for plan ID 501 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | FINANCIAL ENGINES 401(K) PLAN | 2014-01-01 | 1997-01-01 |
501 | EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN | 2015-01-01 | 1998-03-01 |
002 | EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN | 1993-01-01 | 1993-01-01 |