Civic Intelligence

Envestnet Financial Technologies Inc.

Plan context: Envestnet 401(K) Retirement Plan

EIN 81-2162327 • 15 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,602

2024 Assets

$347,272,937

2024 Contributions

$35,123,659

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$347,272,937$173,636,469$0201720212024YearValue
$347,272,937Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,9629810201720212024YearValue
1,602Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,602$347,272,937$35,123,659$21,925iApproximate average salary by contribution assumption: employee only about $548,122 at 4% or $365,415 at 6%; with 50% employer match about $365,415 at 4% or $243,610 at 6%; with 100% employer match about $274,061 at 4% or $182,707 at 6%.
Envestnet 401(K) Retirement Plan-1,602$347,272,937$35,123,659$21,925iApproximate average salary by contribution assumption: employee only about $548,122 at 4% or $365,415 at 6%; with 50% employer match about $365,415 at 4% or $243,610 at 6%; with 100% employer match about $274,061 at 4% or $182,707 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,591---
202321,626$292,578,553$38,574,767$23,724iApproximate average salary by contribution assumption: employee only about $593,093 at 4% or $395,395 at 6%; with 50% employer match about $395,395 at 4% or $263,597 at 6%; with 100% employer match about $296,546 at 4% or $197,698 at 6%.
Envestnet 401(K) Retirement Plan-1,626$292,578,553$38,574,767$23,724iApproximate average salary by contribution assumption: employee only about $593,093 at 4% or $395,395 at 6%; with 50% employer match about $395,395 at 4% or $263,597 at 6%; with 100% employer match about $296,546 at 4% or $197,698 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,614---
202221,962$245,219,830$43,083,218$21,959iApproximate average salary by contribution assumption: employee only about $548,971 at 4% or $365,980 at 6%; with 50% employer match about $365,980 at 4% or $243,987 at 6%; with 100% employer match about $274,485 at 4% or $182,990 at 6%.
Envestnet 401(K) Retirement Plan-1,962$245,219,830$43,083,218$21,959iApproximate average salary by contribution assumption: employee only about $548,971 at 4% or $365,980 at 6%; with 50% employer match about $365,980 at 4% or $243,987 at 6%; with 100% employer match about $274,485 at 4% or $182,990 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,956---
202121,824$263,524,611$37,408,921$20,509iApproximate average salary by contribution assumption: employee only about $512,732 at 4% or $341,821 at 6%; with 50% employer match about $341,821 at 4% or $227,881 at 6%; with 100% employer match about $256,366 at 4% or $170,911 at 6%.
Envestnet 401(K) Retirement Plan-1,824$263,524,611$37,408,921$20,509iApproximate average salary by contribution assumption: employee only about $512,732 at 4% or $341,821 at 6%; with 50% employer match about $341,821 at 4% or $227,881 at 6%; with 100% employer match about $256,366 at 4% or $170,911 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,597---
202021,651$210,542,435$29,176,492$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,534 at 6%; with 50% employer match about $294,534 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
Envestnet 401(K) Retirement Plan-1,651$210,542,435$29,176,492$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,534 at 6%; with 50% employer match about $294,534 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,645---
201921,651$169,465,373$27,769,636$16,820iApproximate average salary by contribution assumption: employee only about $420,497 at 4% or $280,331 at 6%; with 50% employer match about $280,331 at 4% or $186,888 at 6%; with 100% employer match about $210,249 at 4% or $140,166 at 6%.
Envestnet 401(K) Retirement Plan-1,649$169,465,373$27,769,636$16,840iApproximate average salary by contribution assumption: employee only about $421,007 at 4% or $280,671 at 6%; with 50% employer match about $280,671 at 4% or $187,114 at 6%; with 100% employer match about $210,504 at 4% or $140,336 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,651---
201821,426$112,017,233$22,835,926$16,014iApproximate average salary by contribution assumption: employee only about $400,349 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Envestnet 401(K) Retirement Plan-1,388$112,017,233$22,835,926$16,452iApproximate average salary by contribution assumption: employee only about $411,310 at 4% or $274,207 at 6%; with 50% employer match about $274,207 at 4% or $182,804 at 6%; with 100% employer match about $205,655 at 4% or $137,103 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,426---
201711,257$98,084,772$17,825,930$14,181iApproximate average salary by contribution assumption: employee only about $354,533 at 4% or $236,355 at 6%; with 50% employer match about $236,355 at 4% or $157,570 at 6%; with 100% employer match about $177,267 at 4% or $118,178 at 6%.
Envestnet 401(K) Retirement Plan-1,257$98,084,772$17,825,930$14,181iApproximate average salary by contribution assumption: employee only about $354,533 at 4% or $236,355 at 6%; with 50% employer match about $236,355 at 4% or $157,570 at 6%; with 100% employer match about $177,267 at 4% or $118,178 at 6%.