Envestnet Retirement Solutions LLC — 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 Retirement Solutions LLC is reported as a service provider on 154 loaded Form 5500 filing(s) across 152 plan sponsor(s) and 153 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $624,680 and reported indirect compensation totals $29,415.
Reported compensation summary
- Reported direct compensation
- $624,680
- Reported indirect compensation
- $29,415
- Total reported compensation
- $654,095
- Filings
- 154
- Plan sponsors
- 152
- Plans
- 153
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Oaks Integrated Care, Inc. | NJ | 2 | $27,439 |
| York Hospital | ME | 1 | $26,728 |
| Hope Network | MI | 1 | $25,782 |
| Breakthru Beverage California | CA | 1 | $25,733 |
| Monroe Operations, LLC | TN | 1 | $25,056 |
| Godbersen-Smith Construction Company | IA | 1 | $21,962 |
| Avma Life Trust, LLC | IL | 1 | $16,209 |
| Sussex Im, Inc. | WI | 1 | $13,751 |
| Alliantgroup Lp | TX | 1 | $13,062 |
| Kaufman Engineered Systems, Inc. | OH | 1 | $10,784 |
State footprint
Plans reporting Envestnet Retirement Solutions LLC are sponsored in CA (11), PA (10), FL (9), IA (9), NY (8), MI (7), PR (7), TX (7), NJ (7), MA (6), KY (5), CT (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| York Hospital | York Hospital Retirement Plan | 2023 | $26,728 | not reported in the loaded dataset |
| Hope Network | Hope Network Employee 403(B) Plan | 2023 | $25,782 | not reported in the loaded dataset |
| Breakthru Beverage California | Breakthru Beverage California 401(K) Plan | 2023 | $25,733 | not reported in the loaded dataset |
| Monroe Operations, LLC | Newport Healthcare 401(K) Plan | 2023 | $2,079 | $22,977 |
| Godbersen-Smith Construction Company | Godbersen-Smith Construction Company 401(K) Profit Sharing Plan | 2023 | $21,962 | not reported in the loaded dataset |
| Avma Life Trust, LLC | Avma Life Trust, LLC 401(K) Plan | 2023 | $16,209 | not reported in the loaded dataset |
| Oaks Integrated Care, Inc. | Oaks Integrated Care, Inc. 403(B) Savings Plan | 2023 | $14,443 | not reported in the loaded dataset |
| Sussex Im, Inc. | Sussex Im 401(K) Plan | 2023 | $13,751 | not reported in the loaded dataset |
| Alliantgroup Lp | Alliantgroup Lp 401(K) Plan | 2023 | $13,062 | not reported in the loaded dataset |
| Oaks Integrated Care, Inc. | Oaks Integrated Care, Inc. 403(B) Plan | 2023 | $12,996 | not reported in the loaded dataset |
| Kaufman Engineered Systems, Inc. | Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust | 2023 | $10,784 | not reported in the loaded dataset |
| The Connecticut Spring & Stamping Corporation | Ct Spring & Stamping Corporation 401(K) Profit Sharing Plan | 2023 | $9,752 | not reported in the loaded dataset |
| Bob Barker Company, Inc. | Bob Barker Company, Inc. 401(K) Plan | 2023 | $9,749 | not reported in the loaded dataset |
| Mcmillan Pazdan Smith, LLC | Mcmillan Pazdan Smith, LLC 401(K) Plan | 2023 | $9,621 | not reported in the loaded dataset |
| Griffin Greenhouse Supplies, Inc. | Griffin Greenhouse Supplies, Inc. Profit Sharing Plan And Trust | 2023 | $9,393 | not reported in the loaded dataset |
| Dakota Red Corporation | Dakota Red Corporation 401(K) Profit Sharing Plan | 2023 | $8,656 | not reported in the loaded dataset |
| Hexaware Technologies, Incorporated | Hexaware Technologies, Incorporated Retirement Plan | 2023 | $8,605 | not reported in the loaded dataset |
| Profinium Financial Holdings, Inc. | Profinium 401(K) Plan | 2023 | $8,312 | not reported in the loaded dataset |
| American Future Systems, Inc. Dba Successfuel | American Future Systems, Inc. 401(K) Savings And Profit Sharing Plan | 2023 | $8,173 | not reported in the loaded dataset |
| Zurcher Tire, Inc. | Best-One Tire & Service 401(K) Mep | 2023 | $8,044 | not reported in the loaded dataset |
| Kanawha Hospice Care, Inc. | 403(B) Thrift Plan Of Kanawha Hospice Care, Inc. | 2023 | $7,899 | not reported in the loaded dataset |
| Limestone Bancorp, Inc | Limestone Bancorp, Inc 401(K) Retirement Savings Plan | 2023 | $7,774 | not reported in the loaded dataset |
| American Heritage Federal Credit Union | American Heritage Federal Credit Union 401(K) Plan And Trust | 2023 | $7,676 | not reported in the loaded dataset |
| Peak Sport & Spine | Peak Sport & Spine Retirement Savings Plan | 2023 | $7,537 | not reported in the loaded dataset |
| Charleston Ent Associates, LLC | Charleston Ent Associates, LLC Profit Sharing Plan | 2023 | $7,455 | not reported in the loaded dataset |
| Midwest Industries, Inc. | Midwest Industries, Inc. Retirement Income Savings Plan | 2023 | $7,413 | not reported in the loaded dataset |
| Trilogy Federal, LLC | Trilogy Federal, LLC 401(K) P/S Plan | 2023 | $7,338 | not reported in the loaded dataset |
| R & E Automated Systems, LLC | R & E Automated Systems, LLC 401(K) Profit Sharing Plan | 2023 | $7,193 | not reported in the loaded dataset |
| The Gateway Engineers, Inc | The Gateway Engineers, Inc. Profit Sharing Retirement & 401(K) Plan | 2023 | $7,064 | not reported in the loaded dataset |
| Barrett Hospital & Healthcare | Barrett Hospital Development Corporation 403(B) Plan | 2023 | $7,056 | not reported in the loaded dataset |
| S&S Cycle, Inc. | S&S Cycle, Inc. Profit Sharing Plan | 2023 | $6,822 | not reported in the loaded dataset |
| Mxr Imaging, Inc. | Mxr Imaging, Inc. 401(K) Profit Sharing Plan | 2023 | $6,607 | not reported in the loaded dataset |
| Tower Products Incorporated | Tower Products Incorporated Profit Sharing Plan | 2023 | $0 | $6,438 |
| Patton Wings, Inc. | Patton Wings, Inc. 401(K) Plan | 2023 | $6,408 | not reported in the loaded dataset |
| Eyecare Medical Group | Eyecare Medical Group Employee Stock Ownership 401(K) Plan | 2023 | $6,213 | not reported in the loaded dataset |
| Boch Enterprises | Employees' Profit Sharing Plan And Trust Of Boch Enterprises | 2023 | $6,120 | not reported in the loaded dataset |
| Dakotaland Federal Credit Union | Dakotaland Federal Credit Union 401(K) Plan & Trust | 2023 | $5,990 | not reported in the loaded dataset |
| Kenneth S. Nugent | Kenneth S. Nugent 401(K) Plan | 2023 | $5,971 | not reported in the loaded dataset |
| Espire Dental Practice, LLC | Espire Dental 401(K) Plan | 2023 | $5,825 | not reported in the loaded dataset |
| Behler-Young Company | Behler-Young Company Profit Sharing 401(K) Plan | 2023 | $5,761 | not reported in the loaded dataset |
| Nexgen Data Systems, Inc. | Nexgen Data Systems 401(K) Plan | 2023 | $5,707 | $0 |
| Newcomb Oil Co., LLC | Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan | 2023 | $5,372 | $0 |
| Tap Plastics, Inc. | Tap Plastics Profit Sharing 401(K) Plan | 2023 | $5,251 | not reported in the loaded dataset |
| Huron Area Center For Independence | Huron Area Center For Independence 403(B) Plan | 2023 | $5,202 | not reported in the loaded dataset |
| Colder'S, Inc. | Colder'S, Inc. 401(K) Plan | 2023 | $5,176 | $0 |
| Diesel Usa, Inc. | Diesel Usa, Inc. 401(K) Savings Plan | 2023 | $5,148 | not reported in the loaded dataset |
| Key Hr, LLC | Key Hr Retirement Savings Plan | 2023 | $5,094 | not reported in the loaded dataset |
| Southeastern Archaeological Research, Inc. | Southeastern Archaeological Research, Inc. 401(K) Plan | 2023 | $5,074 | not reported in the loaded dataset |
| Schlossmann Automotive Group, Inc. | Schlossmann Automotive Group, Inc. 401(K) Plan | 2023 | $5,003 | not reported in the loaded dataset |
| Window Nation LLC | The Window Nation 401(K) And Profit Sharing Plan | 2023 | $4,960 | not reported in the loaded dataset |
Related Form 5500 pages
- York Hospital Retirement Plan (plan 002)
- York Hospital — all reported plans
- Hope Network Employee 403(B) Plan (plan 002)
- Hope Network — all reported plans
- Breakthru Beverage California 401(K) Plan (plan 001)
- Breakthru Beverage California — all reported plans
- Newport Healthcare 401(K) Plan (plan 001)
- Monroe Operations, LLC — all reported plans
- Godbersen-Smith Construction Company 401(K) Profit Sharing Plan (plan 001)
- Godbersen-Smith Construction Company — all reported plans
- Avma Life Trust, LLC 401(K) Plan (plan 333)
- Avma Life Trust, LLC — all reported plans
- Oaks Integrated Care, Inc. 403(B) Savings Plan (plan 002)
- Oaks Integrated Care, Inc. — all reported plans
- Sussex Im 401(K) Plan (plan 001)
- Sussex Im, Inc. — all reported plans
- Alliantgroup Lp 401(K) Plan (plan 001)
- Alliantgroup Lp — all reported plans
- Oaks Integrated Care, Inc. 403(B) Plan (plan 001)
- Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust (plan 001)
- Kaufman Engineered Systems, Inc. — all reported plans
- Ct Spring & Stamping Corporation 401(K) Profit Sharing Plan (plan 002)
- The Connecticut Spring & Stamping Corporation — all reported plans
- Bob Barker Company, Inc. 401(K) Plan (plan 001)
- Bob Barker Company, Inc. — all reported plans
- Mcmillan Pazdan Smith, LLC 401(K) Plan (plan 003)
- Mcmillan Pazdan Smith, LLC — all reported plans
- Griffin Greenhouse Supplies, Inc. Profit Sharing Plan And Trust (plan 003)
- Griffin Greenhouse Supplies, Inc. — all reported plans
- Dakota Red Corporation 401(K) Profit Sharing Plan (plan 001)
- Dakota Red Corporation — all reported plans
- Hexaware Technologies, Incorporated Retirement Plan (plan 001)
- Hexaware Technologies, Incorporated — all reported plans
- Profinium 401(K) Plan (plan 001)
- Profinium Financial Holdings, Inc. — all reported plans
- American Future Systems, Inc. 401(K) Savings And Profit Sharing Plan (plan 001)
- American Future Systems, Inc. Dba Successfuel — all reported plans
- Best-One Tire & Service 401(K) Mep (plan 002)
- Zurcher Tire, Inc. — all reported plans
- 403(B) Thrift Plan Of Kanawha Hospice Care, Inc. (plan 003)
- Kanawha Hospice Care, Inc. — all reported plans
- Limestone Bancorp, Inc 401(K) Retirement Savings Plan (plan 333)
- Limestone Bancorp, Inc — all reported plans
- American Heritage Federal Credit Union 401(K) Plan And Trust (plan 002)
- American Heritage Federal Credit Union — all reported plans
- Peak Sport & Spine Retirement Savings Plan (plan 001)
- Peak Sport & Spine — all reported plans
- Charleston Ent Associates, LLC Profit Sharing Plan (plan 001)
- Charleston Ent Associates, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources