Plans listing this provider
54
0.10% of the 56,420 plans with Schedule H financials; 43 in 2023
Providers › Envestnet Asset Management Inc
Envestnet Asset Management Inc
- Service provider, as named on Schedule C
- EIN 364319587
- Plan year 2024
- Direct compensation reported $1,040,583
Assets of those plans
$136,901,404,223
1.76% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,040,583
98% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 44 |
| 50 | Direct payment from the plan | 38 |
| 99 | Other fees | 4 |
| 27 | Investment advisory (plan) | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 71 | Securities brokerage commissions and fees | 2 |
| 16 | Consulting (general) | 1 |
| 23 | Insurance services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $18,254 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $132,718 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $31,241 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $6,799 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $112,782 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $15,652 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $23,000 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $7,443 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $12,162 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $6,441 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $25,546 |
| General Atomics 401(k) Retirement Savings Plan | General Atomics | $2,766,885,837 | 15,974 | $15,984 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $8,787 |
| Essentia Health Retirement Plan | Essentia Health | $2,188,657,045 | 19,655 | $6,051 |
| Cadence Design Systems, Inc. 401(k) Plan | Cadence Design Systems | $2,092,078,532 | 5,890 | $5,876 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $20,869 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $17,577 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $25,641 |
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $15,774 |
| Trihealth 401(k) Retirement Savings Plan | Trihealth | $1,388,944,543 | 18,842 | $5,273 |
| King & Spalding LLP Profit Sharing - 401(k) Plan | King & Spalding | $1,272,173,406 | 3,155 | $15,142 |
| Orrick, Herrington & Sutcliffe LLP Retirement Plan | Orrick Herrington & Sutcliffe | $1,177,090,773 | 2,986 | $9,413 |
| The Terracon 401(k) and ESOP Plan | TSVC | $1,035,190,418 | 9,702 | $9,426 |
| NFP Corp. 401(k) Plan | National Financial Partners | $976,921,898 | 6,342 | $7,171 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines | $961,923,844 | 6,133 | $10,977 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.