Envestnet Financial Technologies 401(k) match, vesting and fees
What Envestnet Financial Technologies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Envestnet Financial Technologies: employer contribution per participant | $3,189 | |
| Peer median | $2,966 |
| Envestnet Financial Technologies: average balance | $152,446 | |
| Peer median | $104,792 |
| Envestnet Financial Technologies: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $264M at the end of plan year 2021 to $347M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,298 | $347M | $7.3M | $3,189 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,401 | $293M | $8.1M | $3,383 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 2,578 | $245M | $8.1M | $3,165 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 2,355 | $264M | $6.9M | $2,962 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Envestnet Financial Technologies match 401(k) contributions?
The match terms for the Envestnet 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.3M in employer contributions, about $3,189 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Envestnet Financial Technologies 401(k) match vested?
The vesting schedule for the Envestnet 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Envestnet Financial Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Envestnet Financial Technologies, Inc..
I left Envestnet Financial Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Envestnet Financial Technologies, Inc., (312) 827-2800) or the recordkeeper, Fidelity Investments Institutional. The Envestnet Financial Technologies old 401(k) page lists the contacts from every plan filing. Find an old Envestnet Financial Technologies 401(k)
Data from the public Form 5500 annual reports Envestnet Financial Technologies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Envestnet Financial Technologies. Not financial advice. Report a correction · Methodology