Envestnet — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Envestnet is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $80,765 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$80,765
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$80,765
Filings
2
Plan sponsors
2
Plans
2
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Envestnet
SponsorStatePlansReported compensation
Ropes & Gray LlpMA1$74,060
Sociedad Para La Asistencia Legal De Pr, Inc.PR1$6,705

State footprint

Plans reporting Envestnet are sponsored in MA (1), PR (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ropes & Gray LlpRopes & Gray Llp Supplemental Retirement Shares Plan2023$74,060not reported in the loaded dataset
Sociedad Para La Asistencia Legal De Pr, Inc.Sociedad Para Asistencia Legal Pension Plan2023$6,705not reported in the loaded dataset

Related Form 5500 pages