Envestnet Retirement Solutions — 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 Retirement Solutions is reported as a service provider on 23 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 23 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $204,707 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $204,707
- Reported indirect compensation
- $0
- Total reported compensation
- $204,707
- Filings
- 23
- Plan sponsors
- 23
- Plans
- 23
- 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 |
|---|---|---|---|
| Us Lbm, LLC | GA | 1 | $89,736 |
| Main Street Radiology At Bayside, LLC | NY | 1 | $17,064 |
| Coretech Consulting Group, LLC | PA | 1 | $14,804 |
| Storis, Inc. | NJ | 1 | $12,882 |
| Erie Homes For Children And Adults, Inc. | PA | 1 | $8,515 |
| Waveny Care Center | CT | 1 | $8,501 |
| Nebraska Spine Center, Llp | NE | 1 | $7,670 |
| Kenneth'S Hair Salons & Day Spas, Inc. | OH | 1 | $7,605 |
| Buckingham Manufacturing Company, Inc. | NY | 1 | $6,994 |
| Unified Care Services LLC | CA | 1 | $5,844 |
State footprint
Plans reporting Envestnet Retirement Solutions are sponsored in CA (4), NJ (3), NY (3), PA (2), MA (1), MN (1), NE (1), NV (1), OH (1), TN (1), AL (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Us Lbm, LLC | Us Lbm Holdings, LLC 401(K) Plan | 2023 | $89,736 | $0 |
| Main Street Radiology At Bayside, LLC | Msr/Rams Retirement Plan | 2023 | $17,064 | not reported in the loaded dataset |
| Coretech Consulting Group, LLC | Magic Software Participating Companies 401(K) Plan | 2023 | $14,804 | not reported in the loaded dataset |
| Storis, Inc. | Storis 401(K) Plan | 2023 | $12,882 | not reported in the loaded dataset |
| Erie Homes For Children And Adults, Inc. | Ehca 401(K) Retirement Plan | 2023 | $8,515 | not reported in the loaded dataset |
| Waveny Care Center | Waveny Care Center Tax Sheltered Annuity Plan | 2023 | $8,501 | not reported in the loaded dataset |
| Nebraska Spine Center, Llp | Nebraska Spine Center, Llp 401(K) Profit Sharing Plan | 2023 | $7,670 | not reported in the loaded dataset |
| Kenneth'S Hair Salons & Day Spas, Inc. | Kenneth'S Hair Salons & Day Spas, Inc. 401(K) Plan | 2023 | $7,605 | not reported in the loaded dataset |
| Buckingham Manufacturing Company, Inc. | Buckingham Manufacturing Company, Inc. 401(K) Retirement Plan | 2023 | $6,994 | not reported in the loaded dataset |
| Unified Care Services LLC | Healthcare Employees Retirement Savings Plan | 2023 | $5,844 | not reported in the loaded dataset |
| Hartfiel Automation, Inc. | Hartfiel Automation, Inc. 401(K) Profit Sharing Plan | 2023 | $5,650 | not reported in the loaded dataset |
| Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs | Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs Holdings) | 2023 | $5,075 | not reported in the loaded dataset |
| Burkes Mechanical, Inc. | Burkes Mechanical, Inc. 401(K) Plan | 2023 | $4,336 | not reported in the loaded dataset |
| Grace Healthcare Services, LLC | Grace Healthcare Services, LLC 401k Plan | 2023 | $2,562 | not reported in the loaded dataset |
| Iredale Cosmetics, Inc. | Iredale Cosmetics, Inc. 401(K) Plan | 2023 | $1,469 | not reported in the loaded dataset |
| Alliance For Childhood Disease Dba Cure 4 The Kids Foundation | Cure 4 The Kids Foundation Retirement Plan | 2023 | $1,451 | not reported in the loaded dataset |
| Stx Financing, LLC. | Stx Financing, LLC. 401(K) Plan | 2023 | $1,416 | not reported in the loaded dataset |
| Pelton Shepherd Industries | Pelton Shepherd Industries 401(K) Profit Sharing Plan And Trust | 2023 | $838 | $0 |
| Excel Services, Inc. | Excel Services 401(K) Plan | 2023 | $624 | not reported in the loaded dataset |
| V. Marchese, Inc. | V. Marchese, Inc. Profit Sharing Plan | 2023 | $605 | not reported in the loaded dataset |
| Downtown Women'S Center | Employee Benefit Plan Of Downtown Women'S Center | 2023 | $574 | not reported in the loaded dataset |
| Aviation Manpower Solutions | Aviation Manpower Solutions 401(K) Plan | 2023 | $492 | not reported in the loaded dataset |
| New Horizon Counseling Center | New Horizon Counseling Center, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Us Lbm Holdings, LLC 401(K) Plan (plan 001)
- Us Lbm, LLC — all reported plans
- Msr/Rams Retirement Plan (plan 001)
- Main Street Radiology At Bayside, LLC — all reported plans
- Magic Software Participating Companies 401(K) Plan (plan 001)
- Coretech Consulting Group, LLC — all reported plans
- Storis 401(K) Plan (plan 001)
- Storis, Inc. — all reported plans
- Ehca 401(K) Retirement Plan (plan 002)
- Erie Homes For Children And Adults, Inc. — all reported plans
- Waveny Care Center Tax Sheltered Annuity Plan (plan 001)
- Waveny Care Center — all reported plans
- Nebraska Spine Center, Llp 401(K) Profit Sharing Plan (plan 002)
- Nebraska Spine Center, Llp — all reported plans
- Kenneth'S Hair Salons & Day Spas, Inc. 401(K) Plan (plan 002)
- Kenneth'S Hair Salons & Day Spas, Inc. — all reported plans
- Buckingham Manufacturing Company, Inc. 401(K) Retirement Plan (plan 001)
- Buckingham Manufacturing Company, Inc. — all reported plans
- Healthcare Employees Retirement Savings Plan (plan 001)
- Unified Care Services LLC — all reported plans
- Hartfiel Automation, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hartfiel Automation, Inc. — all reported plans
- Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs Holdings) (plan 001)
- Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs — all reported plans
- Burkes Mechanical, Inc. 401(K) Plan (plan 001)
- Burkes Mechanical, Inc. — all reported plans
- Grace Healthcare Services, LLC 401k Plan (plan 001)
- Grace Healthcare Services, LLC — all reported plans
- Iredale Cosmetics, Inc. 401(K) Plan (plan 001)
- Iredale Cosmetics, Inc. — all reported plans
- Cure 4 The Kids Foundation Retirement Plan (plan 002)
- Alliance For Childhood Disease Dba Cure 4 The Kids Foundation — all reported plans
- Stx Financing, LLC. 401(K) Plan (plan 001)
- Stx Financing, LLC. — all reported plans
- Pelton Shepherd Industries 401(K) Profit Sharing Plan And Trust (plan 001)
- Pelton Shepherd Industries — all reported plans
- Excel Services 401(K) Plan (plan 001)
- Excel Services, Inc. — all reported plans
- V. Marchese, Inc. Profit Sharing Plan (plan 001)
- V. Marchese, Inc. — all reported plans
- Employee Benefit Plan Of Downtown Women'S Center (plan 001)
- Downtown Women'S Center — all reported plans
- Aviation Manpower Solutions 401(K) Plan (plan 001)
- Aviation Manpower Solutions — all reported plans
- New Horizon Counseling Center, Inc. 401(K) Profit Sharing Plan (plan 001)
- New Horizon Counseling Center — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources