ENVESTNET RETIREMENT SOLUTIONS, LLC
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Envestnet Retirement Solutions, LLC at a glance
Envestnet Retirement Solutions, LLC appears on 256 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $141.6B in assets for 823,281 participants. The median client plan holds $18.8M. Most client plans are sponsored in CA, PR and NY. The largest clients by plan assets are United Airlines, Inc., Avago Technologies U.S. Inc. and Southwest Airlines Company. Plans reported $2.3M in direct and indirect compensation paid to Envestnet Retirement Solutions, LLC, a median of $6K per plan.
- Participants
- 823,281
- Median plan assets
- $18.8M
- Median plan participants
- 317
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| United Airlines, Inc. | IL | $16.8B | 20,168 |
| Avago Technologies U.S. Inc. | CA | $13.2B | 30,767 |
| Southwest Airlines Company | TX | $11.6B | 13,086 |
| The Charles Schwab Corporation | TX | $10.7B | 44,603 |
| Advocate Aurora Health, Inc | WI | $10.5B | 103,145 |
| Humana Inc. | KY | $8.7B | 57,219 |
| Southern California Permanente Medical Group | CA | $7.9B | 12,335 |
| Intermountain Health Care, Inc. | UT | $6.8B | 86,655 |
| Southern California Permanente Medical Group | CA | $6.5B | 23,286 |
| Jetblue Airways Corporation | NY | $5.4B | 27,448 |
| Indiana University Health Inc. | IN | $4.5B | 51,880 |
| BVH, Inc. | KS | $3.0B | 10,517 |
| General Atomics | CA | $2.8B | 16,399 |
| Netjets Aviation, Inc. | OH | $2.5B | 4,530 |
| Essentia Health | MN | $2.2B | 20,507 |
| Cadence Design Systems Inc | CA | $2.1B | 5,961 |
| Brown & Brown, Inc. | FL | $2.0B | 15,728 |
| Service Corporation Intl | TX | $1.8B | 27,861 |
| Skywest, Inc. | UT | $1.7B | 19,619 |
| Washington Permanente Medical Group, P.C. | WA | $1.5B | 2,378 |
| Trihealth, Inc. | OH | $1.4B | 19,369 |
| TSVC, Inc | KS | $1.2B | 11,006 |
| Orrick, Herrington & Sutcliffe LLP | WV | $1.2B | 3,040 |
| NFP Corp. | NY | $977M | 7,812 |
| Frontier Airlines, Inc. | CO | $962M | 8,889 |
Top client states
- CA25 plans
- PR17 plans
- NY14 plans
- PA13 plans
- IA12 plans
Frequently asked questions
- Who uses Envestnet Retirement Solutions, LLC?
- 256 retirement plans list Envestnet Retirement Solutions, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., Avago Technologies U.S. Inc., Southwest Airlines Company, The Charles Schwab Corporation and Advocate Aurora Health, Inc. Most client plans are sponsored in CA, PR and NY.
- How many plans does Envestnet Retirement Solutions, LLC serve?
- Envestnet Retirement Solutions, LLC serves 256 retirement plans with $141.6B in plan assets and 823,281 participants, based on the latest Form 5500 filings through 2024.
- What does Envestnet Retirement Solutions, LLC charge?
- Plans reported $2.3M in total Schedule C compensation paid to Envestnet Retirement Solutions, LLC. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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