# Envestnet Financial Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/envestnet-financial-technologies-inc-401k-plan

> Envestnet Financial Technologies, INC.'s 401(k) plan: 1,602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Envestnet Financial Technologies, INC.

- **Sponsor EIN:** 812162327

- **Sponsor Address:** 1000 CHESTERBROOK BLVD, BERWYN, PA, 19312

- **Plan Type:** 401(k)

- **Total Participants:** 1,602

- **Total Assets:** $347.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,602|$347.3M|$7.3M|$25.8M|

| 2023|1,626|$292.6M|$8.1M|$27.7M|

| 2022|1,962|$245.2M|$8.1M|$27.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$100,898|—|$100,898|

| CROWE LLP|ACCOUNTANT/AUDITOR|$27,300|—|$27,300|

| ASSET STRATEGY ADVISORS|INVESTMENT ADVISOR|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $141,198

- **Estimated Expense Ratio:** 0.041% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$141,198|—|—|$27,300|—|

| 2023|$174,237|—|$900|$33,488|—|

| 2022|$168,080|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/envestnet-financial-technologies-inc-401k-plan)

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