Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Envestnet Retirement Solutions
Envestnet Retirement Solutions
- Service provider, as named on Schedule C
- EIN 201409613
- Plan year 2024
- Direct compensation reported $195,352
Assets of those plans
$679,779,094
0.01% 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
$195,352
96% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 19 |
| 28 | Investment management | 3 |
| 99 | Other fees | 3 |
| 26 | Investment advisory (participants) | 2 |
| 50 | Direct payment from the plan | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 16 | Consulting (general) | 1 |
| 59 | Shareholder servicing fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Servisfirst Bank 401(k) Profit Sharing Plan and Trust | ServisFirst Bancshares | $71,024,769 | 704 | $11,101 |
| Computer Design & Integration LLC 401(k) Savings Plan | Computer Design & Integration | $62,964,124 | 692 | $10,562 |
| Magic Software Participating Companies 401(k) Plan | Coretech Consulting Group | $52,174,254 | 4,759 | $30,120 |
| Edgewater Federal Solutions, Inc. 401(k) Plan | Edgewater Federal Solutions | $37,380,047 | 558 | $6,573 |
| Sidecar HR 401(k) Plan | Sidecar HR | $35,568,496 | 683 | $13,750 |
| Storis 401(k) Plan | Storis | $35,084,432 | 200 | $15,784 |
| Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan | Newcomb Oil | $32,970,125 | 398 | $6,693 |
| Dakota Red Corporation 401(k) Profit Sharing Plan | Dakota Red | $32,012,046 | 230 | $9,500 |
| Gabriel Brothers, Inc. 401(k) Plan | Gabriel Brothers | $31,191,156 | 1,459 | $15,286 |
| Schlossmann Automotive Group, Inc. 401(k) Plan | Schlossmann Automotive Group | $30,074,596 | 276 | $5,792 |
| Pencor Services, Inc. 401(k) Salary Reduction Plan | Pencor Services | $29,035,579 | 594 | $5,333 |
| Quad Plus LLC Profit Sharing Plan | Quad Plus | $28,072,634 | 275 | $5,028 |
| Hartfiel Automation, Inc. 401(k) Profit Sharing Plan | Hartfiel Automation | $25,409,843 | 252 | $12,437 |
| Audemars Piguet North America Inc. 401(k) Profit Sharing Plan | Audemars Piguet North America | $24,442,844 | 262 | $3,431 |
| Buckingham Manufacturing Company, Inc. 401(k) Retirement Plan | Buckingham Manufacturing | $22,317,527 | 549 | $5,834 |
| Marki Microwave Retirement Plan | Marki Microwave | $18,290,225 | 218 | $9,019 |
| Tower Products Incorporated Profit Sharing Plan | Tower Products | $18,081,663 | 203 | $0 |
| Iredale Cosmetics, Inc. 401(k) Plan | Iredale Cosmetics | $17,789,854 | 136 | $1,778 |
| Hadley Products Corporation Employees 401(k) Profit Sharing Plan | Hadley Products | $15,784,712 | 337 | $5,054 |
| Ehca 401(k) Retirement Plan | Erie Homes for Children and Adults | $14,648,444 | 651 | $6,884 |
| United Steelworkers of America (uswa) Savings Program - Pencor Services, Inc. 401(k) Plan | Blue Ridge Cable Technologies Inc. DBA Blue Ridge Communications | $14,024,635 | 135 | $2,692 |
| Healthcare Employees Retirement Savings Plan | Unified Care Services | $12,732,617 | 239 | $6,278 |
| Penteledata Ltd. Partnership 401(k) Salary Reduction Plan | Penteledata Limited Partnership I | $7,137,350 | 215 | $1,235 |
| Hassell & Hughes Lumber Company, Inc. 401(k) Profit Sharing Plan and Trust | Hassell & Hughes Lumber | $4,574,993 | 89 | $2,615 |
| Continuum Healthcare, LLC 401(k) Plan | Continuum Healthcare | $4,227,200 | 149 | $1,588 |
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.