Envestnet DBA Envestnet Retirem

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

Active participants

562

Total plan assets

$111.5M

Filings (rows)

Direct comp

$7K

Indirect comp

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOCH Enterprises Employees' Profit Sharing Plan and Trust of BOCH Enterprises · all filings	NORWOOD, MA	Other service providers	187	$42.3M	$5K	$0
BOCH Enterprises Employees' Profit Sharing Plan and Trust of BOCH Enterprises · all filings	NORWOOD, MA	Other service providers	193	$37.9M	$2K	$0
BOCH Enterprises Employees' Profit Sharing Plan and Trust of BOCH Enterprises · all filings	NORWOOD, MA	Other service providers	182	$31.4M	$0	$0