# Envision Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/envision-credit-union-401k-plan

> Envision Credit Union's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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