Form 5500 Search

ENVESTNET ASSET

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
114
Active participants
1,129,125
Total plan assets
$261.1B
Filings (rows)
114
Direct comp
$2.3M
Indirect comp
$0
Aggregating 2 name variants under "ENVESTNET ASSET"

SERVICES PROVIDED

Other99
Advisor / Consultant12
Broker3

Top plans served

All 114 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
APPLE INC.
APPLE 401(K) PLAN
CUPERTINO, CA
Other
NONE
101,450$19.8B$34K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$133K
APPLE INC.
APPLE 401(K) PLAN
CUPERTINO, CA
Other
NONE
106,111$15.0B$5K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$157K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$151K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$31K
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
MILWAUKEE, WI
Other
NONE
83,445$10.5B$7K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$20K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$113K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$48K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$111K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
42,968$7.7B$16K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
44,901$7.4B$7K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
69,032$6.8B$23K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,636$6.8B$60K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
PASADENA, CA
Other
NONE
18,579$6.5B$7K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
68,371$6.0B$13K
SOUTHERN CALIFORNIA EDISON COMPANY
EDISON 401(K) SAVINGS PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT ADVISOR
14,119$5.7B$11K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
PASADENA, CA
Other
NONE
17,983$5.6B$5K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
23,089$5.4B$12K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
24,252$4.6B$7K
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
INDIANAPOLIS, IN
Other
NONE
40,158$4.5B$6K
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
7,022$3.0B$26K
GENERAL ATOMICS
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN
SAN DIEGO, CA
Other
NONE
12,686$2.8B$16K
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
7,191$2.7B$8K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
4,042$2.5B$9K
ESSENTIA HEALTH
ESSENTIA HEALTH RETIREMENT PLAN
DULUTH, MN
Other
NONE
16,170$2.2B$6K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
3,522$2.1B$7K
CADENCE DESIGN SYSTEMS INC
CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN
SAN JOSE, CA
Other
NONE
3,716$2.1B$6K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
12,393$1.8B$21K
SERVICE CORPORATION INTL
THE SCI 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Other
NONE
21,793$1.8B$18K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
3,128$1.7B$7K
SERVICE CORPORATION INTL
THE SCI 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Other
NONE
21,854$1.6B$15K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,864$1.5B$17K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,654$1.5B$26K
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
ST. GEORGE, UT
Other
NONE
15,517$1.4B$16K
TRIHEALTH, INC.
TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN
CINCINNATI, OH
Other
NONE
12,897$1.4B$5K
SERVICE CORPORATION INTL
THE SCI 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Other
NONE
21,418$1.4B$14K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,713$1.3B$19K
KING & SPALDING LLP
KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN
ATLANTA, GA
Other
NONE
2,071$1.3B$15K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,793$1.2B$16K
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
ST. GEORGE, UT
Other
NONE
14,131$1.2B$9K
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
WHEELING, WV
Other
NONE
1,870$1.2B$9K
KING & SPALDING LLP
KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN
ATLANTA, GA
Other
NONE
1,967$1.1B$9K
TSVC, INC
THE TERRACON 401(K) AND ESOP PLAN
OLATHE, KS
Other
NONE
6,948$1.0B$9K
CONSTELLATION BRANDS, INC.
CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN
VICTOR, NY
Broker
BROKERAGE SERVICES
3,762$978.9M$868
NFP CORP.
NFP CORP. 401(K) PLAN
NEW YORK, NY
Other
NONE
6,644$976.9M$7K
FRONTIER AIRLINES, INC.
FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN
DENVER, CO
Other
NONE
7,716$961.9M$11K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG
PASADENA, CA
Other
NONE
6,474$899.2M$25K
TSVC, INC
THE TERRACON 401(K) AND ESOP PLAN
OLATHE, KS
Other
NONE
6,250$876.6M$5K
NETJETS INC.
NETJETS INC. 401(K) PLAN
COLUMBUS, OH
Other
NONE
3,191$835.6M$12K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG
PASADENA, CA
Other
NONE
6,200$802.8M$15K
FRONTIER AIRLINES, INC.
FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN
DENVER, CO
Other
NONE
6,972$793.8M$10K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1
MINNEAPOLIS, MN
Other
NONE
1,298$768.2M$11K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1
MINNEAPOLIS, MN
Other
NONE
1,320$716.9M$5K
LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP
LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN
LOMA LINDA, CA
Other
NONE
3,932$699.9M$19K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,160$627.6M$25K
FRONTIER AIRLINES, INC.
FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN
DENVER, CO
Other
NONE
6,236$619.6M$12K
LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP
LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN
LOMA LINDA, CA
Other
NONE
3,892$612.7M$11K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,089$556.9M$11K
MCFARLAND CLINIC, P.C.
MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN
AMES, IA
Other
NONE
1,393$487.9M$56K
GORDON REES SCULLY MANSUKHANI, LLP
GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN
WALNUT CREEK, CA
Other
NONE
2,831$449.5M$8K
MCFARLAND CLINIC, P.C.
MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN
AMES, IA
Other
NONE
1,398$448.2M$32K
WESTERN ALLIANCE BANCORPORATION
WESTERN ALLIANCE BANCORPORATION 401(K) PLAN
PHOENIX, AZ
Other
NONE
3,560$444.2M$7K
VOITH US INC.
VOITH EMPLOYEE SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
1,686$419.0M$16K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,817$414.4M$13K
VOITH US INC.
VOITH EMPLOYEE SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
1,686$378.0M$14K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,864$365.9M$11K
SPECTRUM HEALTHCARE PARTNERS, P.A.
SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN
SOUTH PORTLAND, ME
Other
NONE
489$359.7M$25K
WESTERN ALLIANCE BANCORPORATION
WESTERN ALLIANCE BANCORPORATION 401(K) PLAN
PHOENIX, AZ
Other
NONE
3,276$356.9M$6K
SPECTRUM HEALTHCARE PARTNERS, P.A.
SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN
SOUTH PORTLAND, ME
Other
NONE
486$340.0M$21K
VOITH US INC.
VOITH EMPLOYEE SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
1,583$328.8M$14K
SPECTRUM HEALTHCARE PARTNERS, P.A.
SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN
SOUTH PORTLAND, ME
Other
NONE
506$290.9M$14K
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
SANTA BARBARA, CA
Other
NONE
241$235.8M$25K
STRADLEY, RONON, STEVENS & YOUNG, LLP
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I
PHILADELPHIA, PA
Other
NONE
271$188.2M$25K
PA CONSULTING GROUP, INC.
PA CONSULTING GROUP, INC. SALARY SAVINGS PLAN
BOSTON, MA
Other
NONE
422$179.1M$9K
STRADLEY, RONON, STEVENS & YOUNG, LLP
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I
PHILADELPHIA, PA
Other
NONE
270$176.2M$15K
ARNALL GOLDEN GREGORY LLP
ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN
ATLANTA, GA
Other
NONE
248$172.8M$14K
TRA-MINW, P.S.
TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST
TACOMA, WA
Other
NONE
480$171.8M$6K
ARNALL GOLDEN GREGORY LLP
ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN
ATLANTA, GA
Other
NONE
244$158.2M$6K
TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN
TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN
PORTLAND, OR
Other
NONE
178$142.7M$16K
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.
EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN
NORFOLK, VA
Other
NONE
228$140.7M$19K
MIDWEST ANESTHESIA PARTNERS LLC
MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S PLAN
NAPERVILLE, IL
Other
NONE
147$140.0M$8K
MIDWEST ANESTHESIA PARTNERS LLC
MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S PLAN
NAPERVILLE, IL
Other
NONE
108$139.7M$8K
INSTITUTE OF NUCLEAR POWER OPERATIONS
INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Other
NONE
304$136.9M$9K
MUSICK, PEELER & GARRETT LLP
MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM
LOS ANGELES, CA
Other
NONE
163$136.7M$13K
MAKINO, INC.
MAKINO 401(K) SAVINGS PLAN
MASON, OH
Other
INV ADV, PARTICIPANTS
538$133.2M$5K
TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN
TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN
PORTLAND, OR
Other
NONE
186$127.1M$10K
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.
EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN
NORFOLK, VA
Other
NONE
159$118.9M$8K
MAKINO, INC.
MAKINO MOTE 401(K) SAVINGS PLAN
MASON, OH
Other
INV ADV, PARTICIPANTS
505$115.7M$9K
SHERMAN & HOWARD L.L.C.
SHERMAN & HOWARD RETIREMENT PLAN (2)
DENVER, CO
Other
NONE
144$110.1M$11K
MEDICAL ASSOCIATION OF GEORGIA
MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Other
NONE
657$108.0M$44K
MID-OHIO EMERGENCY SERVICES, LLC
MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST
COLUMBUS, OH
Other
NONE
160$99.6M$15K
COLLIERS MORTGAGE HOLDINGS LLC
COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN
MINNEAPOLIS, MN
Other
NONE
330$90.2M$5K
SHERMAN & HOWARD L.L.C.
SHERMAN & HOWARD RETIREMENT PLAN (1)
DENVER, CO
Other
NONE
136$89.5M$5K
MID-OHIO EMERGENCY SERVICES, LLC
MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST
COLUMBUS, OH
Other
NONE
151$83.0M$11K
MECKLENBURG RADIOLOGY ASSOCIATES, P.A.
MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN
CHARLOTTE, NC
Other
NONE
127$80.0M$10K
MID-OHIO EMERGENCY SERVICES, LLC
MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST
COLUMBUS, OH
Other
NONE
135$68.5M$11K
NEUROSURGICAL ASSOCIATES, LTD
NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN
PHOENIX, AZ
Other
NONE
269$62.5M$29K
PUEBLO RADIOLOGY MEDICAL GROUP, INC .
PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
SANTA BARBARA, CA
Other
NONE
96$48.5M$78K
NEUROSURGICAL ASSOCIATES, LTD
NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN
PHOENIX, AZ
Other
NONE
234$46.0M$13K
PUEBLO RADIOLOGY MEDICAL GROUP, INC .
PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
SANTA BARBARA, CA
Other
NONE
98$41.0M$42K
CHILDREN'S MEDICAL GROUP, P.C.
CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Other
NONE
161$34.2M$0
CHILDREN'S MEDICAL GROUP, P.C.
CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Other
NONE
158$29.1M$27K
NOVO CONSTRUCTION, INC.
NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
MENLO PARK, CA
Other
NONE
232$23.4M$2K
ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP
ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
LAGUNA HILLS, CA
Broker
SECURITIES BROKER
123$20.1M$9K
ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP
ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
LAGUNA HILLS, CA
Broker
SECURITIES BROKERAGE
110$18.0M$7K
COHEN SEQUOIA ENTERPRISES, LTD
COHEN & COMPANY CASH BALANCE PLAN
CLEVELAND, OH
Other
NONE
182$12.0M$7K
SITEWORX HOLDINGS, LLC
SHIFT7 DIGITAL 401(K) PLAN
CARY, NC
Advisor / Consultant
INVESTMENT ADVISOR
58$10.8M$2K
SITEWORX HOLDINGS, LLC
SHIFT7 DIGITAL 401(K) PLAN
CARY, NC
Advisor / Consultant
INVESTMENT ADVISOR
66$10.0M$827
COHEN SEQUOIA ENTERPRISES, LTD
COHEN & COMPANY CASH BALANCE PLAN
CLEVELAND, OH
Other
NONE
209$7.5M$7K
EVANS BANK, N.A.
EVANS BANK, N.A. PENSION PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
INVESTMENT ADVISOR
30$5.1M$12K
EVANS BANK, N.A.
EVANS BANK, N.A. PENSION PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
INVESTMENT ADVISOR
46$4.6M$12K
EVANS BANK, N.A.
EVANS BANK, N.A. PENSION PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
INVESTMENT ADVISOR
0$0$9K