Envestnet 401(k) Retirement Plan
Sponsored by Envestnet Financial Technologies, Inc. · EIN 812162327 · Plan #001
- Total assets
- $347M
- Net assets
- $347M
- Active participants
- 1,602
- With balances
- 2,278
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asset Strategy Advisors, Llc CRD 139879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $100,898 |
| Crowe Llp | Accounting | $27,300 |
| Asset Strategy Advisors | Investment advisory (plan) | $13,000 |