Plans listing this provider
122
0.22% of the 56,420 plans with Schedule H financials; 119 in 2023
Providers › Envestnet Retirement Solutions, LLC
Envestnet Retirement Solutions, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $566,563
Assets of those plans
$2,172,731,206
0.03% 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
$566,563
99% 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 |
|---|---|---|
| 99 | Other fees | 86 |
| 27 | Investment advisory (plan) | 34 |
| 50 | Direct payment from the plan | 7 |
| 13 | Contract administrator | 1 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Davidson Hospitality Group 401(k) Plan | Davidson Hotel | $106,890,173 | 6,384 | $13,639 |
| Msr/rams Retirement Plan | Main Street Radiology at Bayside | $77,433,315 | 408 | $9,157 |
| Godbersen-smith Construction Company 401(k) Profit Sharing Plan | Godbersen-smith Construction | $65,967,095 | 603 | $24,936 |
| Best-one Tire & Service 401(k) MEP | Zurcher Tire | $57,195,534 | 1,042 | $9,507 |
| American Heritage Federal Credit Union 401(k) Plan and Trust | American Heritage Federal Credit Union | $49,517,430 | 763 | $9,587 |
| Sid Harvey Industries' 401(k) Savings and Profit Sharing Plan | Sid Harvey Industries | $48,977,641 | 684 | $6,369 |
| Charleston ENT Associates, LLC Profit Sharing Plan | Charleston ENT Associates | $48,760,569 | 354 | $9,080 |
| The Gateway Engineers, Inc. Profit Sharing Retirement & 401(k) Plan | Gateway Engineers | $45,670,026 | 276 | $8,297 |
| Employees' Profit Sharing Plan and Trust of Boch Enterprises | Boch Enterprises | $42,271,532 | 269 | $4,886 |
| Magna Legal Services 401(k) / Profit Sharing Plan | Magna Legal Services | $40,493,238 | 879 | $5,839 |
| MXR Imaging, Inc. 401(k) Profit Sharing Plan | MXR Imaging | $39,970,438 | 561 | $7,601 |
| Sussex IM 401(k) Plan | Sussex IM | $39,531,080 | 306 | $15,059 |
| A.I. Engineers, Inc. 401(k) Retirement Plan | AI Engineers | $39,346,710 | 282 | $2,970 |
| Onc 401(k) Plan | Ouzinkie Native | $39,128,208 | 830 | $6,739 |
| Alliantgroup LP 401(k) Plan | Alliantgroup | $39,003,235 | 617 | $16,521 |
| Griffin Greenhouse Supplies, Inc. Profit Sharing Plan and Trust | Griffin Greenhouse Supplies | $34,974,122 | 312 | $6,122 |
| Hexaware Technologies, Incorporated Retirement Plan | Hexaware Technologies | $34,696,297 | 896 | $6,034 |
| Summit Packaging Systems 401(k) Plan | Summit Packaging Systems | $34,562,685 | 572 | $10,688 |
| Behler-young Company Profit Sharing 401(k) Plan | Behler-young | $32,742,085 | 330 | $6,382 |
| Mcmillan Pazdan Smith, LLC 401(k) Plan | Mcmillan Pazdan Smith | $31,997,774 | 369 | $11,697 |
| Clysar, LLC 401(k) Plan | Clysar | $30,003,786 | 253 | $5,210 |
| CT Spring & Stamping Corporation 401(k) Profit Sharing Plan | Connecticut Spring & Stamping | $29,939,030 | 420 | $11,007 |
| Digestive Care Center Retirement Plan | Digestive Care of Evansville | $29,323,017 | 185 | $5,307 |
| Pathways, Inc. 401(k) Profit Sharing Plan | Pathways | $28,722,977 | 641 | $11,697 |
| Peak Sport & Spine Retirement Savings Plan | Peak Sport & Spine | $27,089,725 | 441 | $10,086 |
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.