Envestnet

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

3,232

Total plan assets

$933.8M

Filings (rows)

Direct comp

$265K

Indirect comp

Showing only "ENVESTNET"

View all 15 variants aggregated →

ENVESTNET RETIREMENT SOLUTIONS551 ENVESTNET ASSET MANAGEMENT113 ENVESTNET11 ENVESTNET DBA ENVESTNET RETIREM3 ENVESTNET RETIREMENT SOL2 ENVESTNET RETIREMENT SOLUTIONS CO2 ENVESTNET RETIREMENT SOLUTION1

SERVICES PROVIDED

Advisor / Consultant8

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ropes & Gray LLP Ropes & Gray LLP Supplemental Retirement Shares Plan · all filings	BOSTON, MA	Advisor / Consultant	328	$251.5M	$91K	$0
Ropes & Gray LLP Ropes & Gray LLP Supplemental Retirement Shares Plan · all filings	BOSTON, MA	Advisor / Consultant	327	$231.8M	$74K	$0
Ropes & Gray LLP Ropes & Gray LLP Supplemental Retirement Shares Plan · all filings	BOSTON, MA	Advisor / Consultant	319	$199.4M	$42K	$0
Servisfirst Bank Servisfirst Bank 401(k) Profit Sharing Plan and Trust · all filings	BIRMINGHAM, AL	Advisor / Consultant	631	$71.0M	$11K	$0
Servisfirst Bank Servisfirst Bank 401(k) Profit Sharing Plan and Trust · all filings	BIRMINGHAM, AL	Other service providers	587	$57.1M	$10K	$0
Audemars Piguet North America, Inc. Audemars Piguet North America Inc. 401(k) Profit Sharing Plan · all filings	CLEARWATER, FL	Advisor / Consultant	203	$24.4M	$3K	$0
Sociedad PARA la Asistencia Legal de PR, Inc. Sociedad PARA Asistencia Legal Pension Plan · all filings	SAN JUAN, PR	Other service providers	158	$23.9M	$11K	$0
Sociedad PARA la Asistencia Legal de PR, Inc. Sociedad PARA Asistencia Legal Pension Plan · all filings	SAN JUAN, PR	Other service providers	154	$21.0M	$7K	$0
Audemars Piguet North America, Inc. Audemars Piguet North America Inc. 401(k) Profit Sharing Plan · all filings	CLEARWATER, FL	Advisor / Consultant	195	$19.8M	$3K	$0
Marki Microwave, Inc. Marki Microwave Retirement Plan · all filings	MORGAN HILL, CA	Advisor / Consultant	157	$18.3M	$9K	$0
Audemars Piguet North America, Inc. Audemars Piguet North America Inc. 401(k) Profit Sharing Plan · all filings	CLEARWATER, FL	Advisor / Consultant	173	$15.5M	$3K	$0