Providers › Other services
Service provider · Schedule C, plan year 2024
Envestnet Retirement Solutions, LLC
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Envestnet Retirement Solutions, LLC is named as a service provider on the Schedule C of 159 retirement plans with 100 or more participants for plan year 2024, covering 103,979 participant records. Most often it is reported for other services.
Reported compensation from those plans, direct and indirect, totalled $794K. Per plan, the median was $8.64 per participant, with the middle half of plans between $3.79 and $18.73. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Puerto Rico (12), Iowa (11) and California (10).
In 2021 it appeared on 14 such filings; in 2024, 159. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.79 | $8.64 | $18.73 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Davidson Hospitality Group 401(k) Plan | Davidson Hotel Company, LLC | GA | 11,795 | $107M | $14K |
| Magic Software Participating Companies 401(k) Plan | Coretech Consulting Group, LLC | PA | 5,520 | $52.2M | $30K |
| Sunview 401(k) Plan | Sunview Vineyards of California, Inc. | CA | 4,707 | $15.1M | $5,947 |
| Hope Network Employee 403(b) Plan | Hope Network | MI | 4,631 | $54.6M | $16K |
| Patton Wings, Inc. 401(k) Plan | Patton Wings, Inc. | MI | 4,604 | $14.0M | $6,264 |
| Gabriel Brothers, Inc. 401(k) Plan | Gabriel Brothers, Inc. | WV | 4,018 | $31.0M | $15K |
| Dnata US 401(k) Plan | Ground Services International | FL | 3,686 | $12.3M | $2,267 |
| Onc 401(k) Plan | Ouzinkie Native Corporation | AK | 2,561 | $39.1M | $6,739 |
| Carahsoft Technology Corp. 401(k) Savings Plan | Carahsoft Technology Corp. | VA | 2,327 | $56.1M | $16K |
| Hexaware Technologies, Incorporated Retirement Plan | Hexaware Technologies, Incorporated | NJ | 2,108 | $34.7M | $6,034 |
| Best-One Tire & Service 401(k) MEP | Zurcher Tire, Inc. | IN | 1,881 | $57.2M | $9,507 |
| Russell Cellular 401(k) Plan | Russell Cellular, Inc. | MO | 1,526 | $12.2M | $2,173 |
| American Cruise Lines, Inc. 401(k) Profit Sharing Plan | American Cruise Lines, Inc. | CT | 1,489 | $14.8M | $1,886 |
| Sidecar HR 401(k) Plan | Sidecar HR LLC | FL | 1,456 | $35.6M | $14K |
| The Window Nation 401(k) and Profit Sharing Plan | Window Nation LLC | MD | 1,196 | $15.5M | $6,680 |
| Continuum Healthcare, LLC 401(k) Plan | Continuum Healthcare, LLC | NJ | 1,180 | $4.2M | $1,588 |
| Mattress Warehouse 401(k) Retirement Plan | Mattress Warehouse LLC | MD | 1,177 | $12.2M | $2,137 |
| American Medical Staffing 401(k) Plan | American Medical Staffing, Inc. | MD | 1,159 | $13.8M | $780 |
| Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan | Newcomb Oil Co., LLC | KY | 1,113 | $33.0M | $6,693 |
| Plan de Retiro San Lucas | Hospital Episcopal San Lucas Ponce | PR | 1,087 | $1.5M | $459 |
| Magna Legal Services 401(k) / Profit Sharing Plan | Magna Legal Services, LLC | PA | 935 | $40.5M | $5,839 |
| Dakota Provisions, LLC 401(k) Plan | Dakota Provisions, LLC | SD | 899 | $16.6M | $3,082 |
| Healthcare Employees Retirement Savings Plan | Unified Care Services LLC | CA | 819 | $12.7M | $6,278 |
| Pathways, Inc. 401(k) Profit Sharing Plan | Pathways, Inc. | KY | 807 | $28.7M | $12K |
| Sid Harvey Industries' 401(k) Savings and Profit Sharing Plan | Sid Harvey Industries, Inc. | NY | 793 | $49.0M | $6,369 |
| Alliantgroup LP 401(k) Plan | Alliantgroup LP | TX | 782 | $39.0M | $17K |
| American Heritage Federal Credit Union 401(k) Plan and Trust | American Heritage Federal Credit Union | PA | 770 | $49.5M | $9,587 |
| Servisfirst Bank 401(k) Profit Sharing Plan and Trust | Servisfirst Bank | AL | 762 | $71.0M | $11K |
| Pencor Services, Inc. 401(k) Salary Reduction Plan | Pencor Services, Inc. | PA | 758 | $29.0M | $5,333 |
| Summit Packaging Systems 401(k) Plan | Summit Packaging Systems, LLC | NH | 749 | $34.5M | $11K |
| 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. | Making Opportunity Count, Inc. | MA | 722 | $12.6M | $196 |
| Edgewater Federal Solutions, Inc. 401(k) Plan | Edgewater Federal Solutions, Inc. | MD | 697 | $37.4M | $6,573 |
| Hadley Products Corporation Employees 401(k) Profit Sharing Plan | Hadley Products Corporation | MI | 687 | $15.8M | $5,054 |
| Ehca 401(k) Retirement Plan | Erie Homes for Children and Adults, Inc. | PA | 672 | $14.6M | $6,884 |
| CHP 403(b) Employee Retirement Plan | Community Housing Partners Corporation | VA | 669 | $19.7M | $8,711 |
| Godbersen-Smith Construction Company 401(k) Profit Sharing Plan | Godbersen-Smith Construction Company | IA | 664 | $66.0M | $25K |
| R & E Automated Systems, LLC 401(k) Profit Sharing Plan | R & E Automated Systems, LLC | MI | 641 | $25.4M | $8,650 |
| Waveny Life Care Network 403(b) Plan | Waveny Care Center | CT | 630 | $17.9M | $8,857 |
| MXR Imaging, Inc. 401(k) Profit Sharing Plan | MXR Imaging, Inc. | CA | 617 | $40.0M | $7,601 |
| Environmental Alternatives DBA Ea Family Services 403(b) Plan | Environmental Alternatives DBA Ea Family Services | CA | 590 | $17.3M | $2,125 |
Questions and answers
How many plans does Envestnet Retirement Solutions, LLC serve?
159 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Envestnet Retirement Solutions, LLC?
The median plan reported $8.64 per participant in direct and indirect compensation (158 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (50 plans), Investment management (3 plans), Consulting (general) (3 plans) and Investment advisory (participants) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.