Plan Snapshot
- Plan Sponsor: Envision Credit Union
- Sponsor EIN: 590873652
- Sponsor Address: 2082 SUMMIT LAKE DRIVE, TALLAHASSEE, FL, 32317
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 229 | $14.3M | $573,916 | $726,648 |
| 2023 | 231 | $12.6M | $546,106 | $721,150 |
| 2022 | 227 | $10.6M | $460,259 | $646,593 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,762 | $12,395 | $5,350 | — | — |
| 2023 | $14,244 | $10,035 | $4,183 | — | — |
| 2022 | $12,928 | $8,951 | $3,977 | — | — |