2023 Form 5500 filing — Envestnet 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010124600NAL0020090913001) for Envestnet 401(K) Retirement Plan, reported by Envestnet Financial Technologies, Inc. under EIN 81-2162327 and plan number 001. It reports 2,578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124600NAL0020090913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Envestnet Financial Technologies, Inc.
- EIN
- 81-2162327
- Plan number
- 001
- Location
- Berwyn, PA
- Participants
- 2,578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,578,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,578,553
- Employer contributions
- $8,075,276
- Participant contributions
- $27,656,919
- Total income / additions
- $82,245,887
- Benefits paid
- $34,712,434
- Administrative expenses
- $174,237
- Total expenses
- $34,887,164
- Net increase / (decrease)
- $47,358,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $140,749 | $0 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $33,488 | not reported in the loaded dataset |