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ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k) Plan

What public Form 5500 filings show about the ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$347.3M
Participants
1,602
Plans on file
1

The ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k) on its latest Form 5500

ENVESTNET FINANCIAL TECHNOLOGIES, INC. (EIN 81-2162327) reports ENVESTNET 401(K) RETIREMENT PLAN on its most recent Form 5500, with $347.3M in plan assets across 1,602 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full ENVESTNET FINANCIAL TECHNOLOGIES, INC. filing — schedules, fees, and providers.

Who runs the ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSET STRATEGY ADVISORS, CROWE LLP.

How to check your ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask ENVESTNET FINANCIAL TECHNOLOGIES, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: ENVESTNET FINANCIAL TECHNOLOGIES, INC. — all Form 5500 filings (EIN 81-2162327) · Pennsylvania employer EIN lookup · Form 5500 search
ENVESTNET FINANCIAL TECHNOLOGIES, INC. 401(k) Plan — Form 5500