Envestnet Portfolio Solutions

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

483

Total plan assets

$76.4M

Filings (rows)

Direct comp

$2K

Indirect comp

SERVICES PROVIDED

Broker1

Prospecting the plans that use Envestnet Portfolio Solutions?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Versant Power Versant Power 401(k) Plan · all filings	HAMPDEN, ME	Broker	483	$76.4M	$2K	$0