Envestnet Asset Management Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Envestnet Asset Management Inc is reported as a service provider on 48 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 48 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $836,019 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $836,019
- Reported indirect compensation
- $0
- Total reported compensation
- $836,019
- Filings
- 48
- Plan sponsors
- 45
- Plans
- 48
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $157,185 |
| Southern California Permanente Medical Group | CA | 3 | $80,885 |
| The Charles Schwab Corporation | TX | 1 | $47,907 |
| Medical Association Of Georgia | GA | 1 | $43,626 |
| Pueblo Radiology Medical Group, Inc . | CA | 1 | $41,849 |
| Apple Inc. | CA | 1 | $33,648 |
| Mcfarland Clinic, P.C. | IA | 1 | $32,050 |
| Children'S Medical Group, P.C. | GA | 1 | $26,681 |
| Spectrum Healthcare Partners, P.A. | ME | 1 | $21,499 |
| Southwest Airlines Company | TX | 1 | $20,490 |
State footprint
Plans reporting Envestnet Asset Management Inc are sponsored in CA (9), GA (4), OH (4), TX (3), CO (3), IL (3), NY (3), NC (2), PA (2), KS (2), UT (2), AZ (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $157,185 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $60,277 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $47,907 | not reported in the loaded dataset |
| Medical Association Of Georgia | Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan | 2023 | $43,626 | not reported in the loaded dataset |
| Pueblo Radiology Medical Group, Inc . | Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan | 2023 | $41,849 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $33,648 | not reported in the loaded dataset |
| Mcfarland Clinic, P.C. | Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan | 2023 | $32,050 | not reported in the loaded dataset |
| Children'S Medical Group, P.C. | Children'S Medical Group, P. C. 401(K) Profit Sharing Plan | 2023 | $26,681 | not reported in the loaded dataset |
| Spectrum Healthcare Partners, P.A. | Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan | 2023 | $21,499 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $20,490 | not reported in the loaded dataset |
| Washington Permanente Medical Group, P.C. | Wpmg 401(K) Retirement Savings Plan | 2023 | $18,585 | not reported in the loaded dataset |
| Brown & Brown, Inc. | Brown & Brown, Inc Employee Savings Plan | 2023 | $17,010 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg | 2023 | $15,347 | not reported in the loaded dataset |
| Stradley, Ronon, Stevens & Young, Llp | Stradley, Ronon, Stevens & Young, Llp Retirement Plan I | 2023 | $15,250 | not reported in the loaded dataset |
| Service Corporation Intl | The Sci 401(K) Retirement Savings Plan | 2023 | $14,552 | not reported in the loaded dataset |
| Voith Us Inc. | Voith Employee Savings Plan | 2023 | $13,504 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $13,000 | not reported in the loaded dataset |
| Neurosurgical Associates, Ltd | Neurosurgical Associates, Ltd. Profit Sharing Plan | 2023 | $12,813 | not reported in the loaded dataset |
| Evans Bank, N.A. | Evans Bank, N.A. Pension Plan | 2023 | $12,151 | not reported in the loaded dataset |
| Perkins&Will, Inc. | Perkins&Will, Inc. Retirement Savings Plan | 2023 | $11,471 | not reported in the loaded dataset |
| Mid-Ohio Emergency Services, LLC | Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust | 2023 | $11,181 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (2) | 2023 | $11,098 | not reported in the loaded dataset |
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | 2023 | $11,020 | $0 |
| Loma Linda University Faculty Medical Group | Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan | 2023 | $10,913 | not reported in the loaded dataset |
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $10,729 | not reported in the loaded dataset |
| Frontier Airlines, Inc. | Frontier Airlines, Inc. 401(K) Retirement Plan | 2023 | $10,456 | not reported in the loaded dataset |
| Mecklenburg Radiology Associates, P.A. | Mecklenburg Radiology Associates, P.A. Profit Sharing Plan | 2023 | $10,225 | not reported in the loaded dataset |
| Tonkon Torp Llp Profit Sharing And 401(K) Plan | Tonkon Torp Llp Profit Sharing And 401(K) Plan | 2023 | $10,138 | not reported in the loaded dataset |
| Makino, Inc. | Makino Mote 401(K) Savings Plan | 2023 | $9,356 | not reported in the loaded dataset |
| Skywest, Inc. | Skywest, Inc. Employees' Retirement Plan | 2023 | $8,962 | not reported in the loaded dataset |
| King & Spalding Llp | King & Spalding Llp Profit Sharing - 401(K) Plan | 2023 | $8,526 | not reported in the loaded dataset |
| Emergency Physicians Of Tidewater, P.L.C. | Emergency Physicians Of Tidewater, Plc 401(K) & Profit Sharing Plan | 2023 | $8,473 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $7,651 | not reported in the loaded dataset |
| Midwest Anesthesia Partners LLC | Midwest Anesthesia Partners LLC 401(K) P/S Plan | 2023 | $7,560 | not reported in the loaded dataset |
| Netjets Aviation, Inc. | Netjets Aviation, Inc. 401(K) Retirement Plan | 2023 | $7,223 | not reported in the loaded dataset |
| Orange County Urology Associates, Inc. A Medical Group | Orange County Urology Associates 401(K) Profit Sharing Plan | 2023 | $7,137 | $0 |
| Cohen Sequoia Enterprises, Ltd | Cohen & Company Cash Balance Plan | 2023 | $7,105 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $7,061 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $6,888 | not reported in the loaded dataset |
| Western Alliance Bancorporation | Western Alliance Bancorporation 401(K) Plan | 2023 | $5,911 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan | 2023 | $5,704 | not reported in the loaded dataset |
| Tsvc, Inc | The Terracon 401(K) And Esop Plan | 2023 | $5,418 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | The 401(K) Plan For Permanente Medical Groups | 2023 | $5,261 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | Faegre Drinker Retirement Savings Plan 1 | 2023 | $5,041 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (1) | 2023 | $4,841 | not reported in the loaded dataset |
| Novo Construction, Inc. | Novo Construction, Inc. 401(K) Profit Sharing Plan | 2023 | $1,551 | $0 |
| Constellation Brands, Inc. | Constellation Brands, Inc. 401(K) And Profit Sharing Plan | 2023 | $868 | not reported in the loaded dataset |
| Siteworx Holdings, LLC | Shift7 Digital 401(K) Plan | 2023 | $827 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan (plan 002)
- Medical Association Of Georgia — all reported plans
- Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pueblo Radiology Medical Group, Inc . — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan (plan 002)
- Mcfarland Clinic, P.C. — all reported plans
- Children'S Medical Group, P. C. 401(K) Profit Sharing Plan (plan 002)
- Children'S Medical Group, P.C. — all reported plans
- Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan (plan 002)
- Spectrum Healthcare Partners, P.A. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Wpmg 401(K) Retirement Savings Plan (plan 001)
- Washington Permanente Medical Group, P.C. — all reported plans
- Brown & Brown, Inc Employee Savings Plan (plan 002)
- Brown & Brown, Inc. — all reported plans
- Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg (plan 030)
- Stradley, Ronon, Stevens & Young, Llp Retirement Plan I (plan 001)
- Stradley, Ronon, Stevens & Young, Llp — all reported plans
- The Sci 401(K) Retirement Savings Plan (plan 002)
- Service Corporation Intl — all reported plans
- Voith Employee Savings Plan (plan 002)
- Voith Us Inc. — all reported plans
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Neurosurgical Associates, Ltd. Profit Sharing Plan (plan 002)
- Neurosurgical Associates, Ltd — all reported plans
- Evans Bank, N.A. Pension Plan (plan 001)
- Evans Bank, N.A. — all reported plans
- Perkins&Will, Inc. Retirement Savings Plan (plan 001)
- Perkins&Will, Inc. — all reported plans
- Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust (plan 001)
- Mid-Ohio Emergency Services, LLC — all reported plans
- Sherman & Howard Retirement Plan (2) (plan 022)
- Sherman & Howard L.L.C. — all reported plans
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan (plan 002)
- Baker Donelson Bearman Caldwell & Berkowitz P.C. — all reported plans
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (plan 001)
- Loma Linda University Faculty Medical Group — all reported plans
- Edison 401(K) Savings Plan (plan 002)
- Southern California Edison Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources