Rachel Balsitis signed Envestnet Financial Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envestnet Financial Technologies, Inc.'s EIN is 81-2162327.
Download the official 2024 Form 5500 (PDF) for Envestnet Financial Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envestnet Financial Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSET STRATEGY ADVISORS | 26-0352654 | — | INVESTMENT ADVISOR | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Spartan 500 Index Fund - Fidelity Advantage | Common Collective Trusts | — | — | $67.8M | 19.5% | |
| CALLAN GP 2040 R7 GREAT GRAY TRUST COMPANY · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $29.2M | 8.4% | |
| CALLAN GP 2045 R7 GREAT GRAY TRUST COMPANY · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $28.4M | 8.2% | |
| CALLAN GP 2050 R7 GREAT GRAY TRUST COMPANY · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $26.8M | 7.7% | |
| CALLAN GP 2055 R7 GREAT GRAY TRUST COMPANY · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $21.3M | 6.1% | |
| CALLAN GP 2035 R7 GREAT GRAY TRUST COMPANY · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $20.1M | 5.8% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $14.2M | 4.1% | |
| CALLAN GP 2060 R7 GREAT GRAY TRUST COMPANY · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $12.8M | 3.7% | |
| CALLAN GP 2030 R7 GREAT GRAY TRUST COMPANY · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $12.8M | 3.7% | |
| Vanguard Small Cap Index Inv | Mutual Funds | — | — | $11.9M | 3.4% | |
| Victory Established Value I | Other securities | — | — | $9.9M | 2.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.0M | 2.6% | |
| T. Rowe Price T. Rowe Price Value | Other securities | — | — | $8.7M | 2.5% | |
| Columbia Select Large Cap Equity Fund | Other securities | — | — | $7.8M | 2.2% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $6.7M | 1.9% | |
| ALGER W SPEC GR R2 SEI TRUST COMPANY · EIN 46-4343096 / PN 069 | Common Collective Trust | — | — | $6.3M | 1.8% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $5.9M | 1.7% | |
| Massachussetts Financial Services MFS International Growth Fund | Mutual Funds | — | — | $5.8M | 1.7% | |
| CALLAN GP 2025 R7 GREAT GRAY TRUST COMPANY · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $5.7M | 1.6% | |
| NB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| Fidelity Investments Fidelity Emerging Markets Discovery Fund | Mutual Funds | — | — | $3.7M | 1.1% | |
| Fidelity Investments Spartan US Bond Index - Fidelity Advantage | Mutual Funds | — | — | $3.6M | 1.0% | |
| CALLAN GP 2065 R7 GREAT GRAY TRUST COMPANY · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| Dimensional Fund Advisors DFA International Small Company Institutional | Mutual Funds | — | — | $3.5M | 1.0% | |
| PGIM High Yield Fund - Class R6 | Other securities | — | — | $2.9M | 0.8% | |
| Participants Notes receivable from participants (interest rates from 4.25% - 9.50%) | Bonds / Notes | — | — | $2.8M | 0.8% | |
| Fidelity Investments Fidelity Real Estate Investment | Mutual Funds | — | — | $2.8M | 0.8% | |
| Baird Aggregate Bond Institutional | Other securities | — | — | $2.3M | 0.7% | |
| T. Rowe Price T. Rowe Price Overseas Stock | Other securities | — | — | $1.9M | 0.6% | |
| CALLAN GP 2020 R7 GREAT GRAY TRUST COMPANY · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| AQR Funds AQR Risk-Balanced Commodities Strategy Fund - Class R6 | Other securities | — | — | $847K | 0.2% | |
| Parnassus Investments Parnassus Core Equity Large Cap Fund | Other securities | — | — | $667K | 0.2% | |
| CALLAN GP 2015 R7 GREAT GRAY TRUST COMPANY · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $559K | 0.2% | |
| CALLAN GP RETIRE R7 GREAT GRAY TRUST COMPANY · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $301K | <0.1% | |
| GMO LLC GMO Climate Change Fund - Class R6 | Other securities | — | — | $130K | <0.1% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $27K | — |
