Envestnet Financial Technologies, Inc. (EIN 81-2162327) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $347.3M in plan assets and 3,193 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Envestnet 401(k) Retirement Plan | 001 | 1,602 | $347.3M |
| Envestnet Health, Welfare and Income Protection Plan | 502 | 1,591 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
81-2162327 is the Employer Identification Number (EIN) Envestnet Financial Technologies, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
