# Envision Financial Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/envision-financial-systems-inc-401k-plan

> Envision Financial Systems, INC.'s 401(k) plan: 42 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Total Participants:** 42

- **Total Assets:** $17.9M

## 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|42|$17.9M|$34,245|$741,119|

| 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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