Envestnet Financial Technologies, Inc. 401(k) Plan: Login, Facts & Contact Information
Envestnet Financial Technologies, Inc. 401(k) Login
694 former Envestnet Financial Technologies, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Envestnet Financial Technologies, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $35.1 million went into the plan in contributions, $7.26 million of it from the employer (21%).
- $24.5 million was paid out to participants.
- Investment and other income added $44.3 million.
- Administrative expenses were $141,198, about $62 per account.
How the Envestnet Financial Technologies, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,754 | $169.5 million | $6.08 million | $12.2 million |
| 2020 | 2,082 | $210.5 million | $6.27 million | $16.4 million |
| 2021 | 2,096 | $263.5 million | $6.87 million | $24.1 million |
| 2022 | 2,355 | $245.2 million | $8.09 million | $17.5 million |
| 2023 | 2,578 | $292.6 million | $8.08 million | $34.7 million |
| 2024 | 2,401 | $347.3 million | $7.26 million | $24.5 million |
Envestnet Financial Technologies, Inc. 401(k) Contact Information
Questions about the Envestnet Financial Technologies, Inc. 401(k)
Does Envestnet Financial Technologies, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.26 million, 21% of all contributions.
Does the Envestnet Financial Technologies, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Envestnet Financial Technologies, Inc 401(k) plan?
2,401 participants at the start of plan year 2024, 1,602 of them active employees, and 694 former employees who still had money in the plan.
What is the average 401(k) balance at Envestnet Financial Technologies, Inc?
About $152,446 per account: $347.3 million in plan assets across 2,278 accounts with a balance at the end of plan year 2024.
Who manages the Envestnet Financial Technologies, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Envestnet Financial Technologies, Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.