· 2022–2024 · DOL EFAST2
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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
1
Active participants
483
Total plan assets
$76.4M
Filings (rows)
1
Direct comp
$2K
Indirect comp
$0
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
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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
Envestnet Portfolio Solutions — Form 5500 Service Provider Profile | Form 5500 Search