Plan Snapshot
- Plan Sponsor: Envision Financial Systems, INC.
- Sponsor EIN: 330636057
- Sponsor Address: 650 TOWN CENTER DRIVE, SUITE 1800, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 51
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 51 | $20.5M | $0 | $0 |
| 2024 | 42 | $17.9M | $34,245 | $741,119 |
| 2023 | 38 | $15.7M | $0 | $605,048 |
| 2022 | 40 | $12.0M | $32,038 | $123,124 |
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