OpenERISA

Envestnet Financial Technologies, INC.

Berwyn, PA, 19312

EIN 81-2162327
Plans
2
Total participants
17,068
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in PennsylvaniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Envestnet 401(K) Retirement Plan1,602
2024Form 5500502Envestnet Health, Welfare And Income Protection Plan1,591
2023Form 5500001Envestnet 401(K) Retirement Plan1,626
2023Form 5500502Envestnet Health, Welfare And Income Protection Plan1,614
2022Form 5500001Envestnet 401(K) Retirement Plan1,962
2022Form 5500502Envestnet Health, Welfare And Income Protection Plan1,956
2021Form 5500001Envestnet 401(K) Retirement Plan1,824
2021Form 5500502Envestnet Health, Welfare And Income Protection Plan1,597
2020Form 5500001Envestnet 401(K) Retirement Plan1,651
2020Form 5500502Envestnet Health, Welfare And Income Protection Plan1,645

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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