EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN
- Address: 4000 LEGATO ROAD,,FAIRFAX,VA
- Phone: (888) 752-6742
EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN has the following features:
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2021, the total number of retirement plan participants in EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN is 541
In 2021, the estimated average employee contribution amount per participant for EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN is $1,186.00
In 2021, the estimated average employer match for an employee in EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN is approximately $627.00
In 2021, EDELMAN FINANCIAL SERVICES, LLC 401(K) PLAN allocates $339,747.00 to match its employees' contributions, providing an employer match rate of 52.91% of their contributions
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
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