Plan Snapshot
- Plan Sponsor: Envision, LLC
- Sponsor EIN: 431838425
- Sponsor Address: #6 CITYPLACE DRIVE, ST. LOUIS, MO, 631417164
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 234 | $9.4M | $39,618 | $443,371 |
| 2023 | 160 | $7.9M | $43,646 | $544,544 |
| 2022 | 176 | $6.0M | $47,818 | $571,635 |
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 |
|---|---|---|---|---|
| ARMANINO | Auditor | $3,868 | — | $3,868 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,868
- Estimated Expense Ratio: 0.041% of plan assets
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 | $6,262 | $2,244 | — | $3,868 | — |
| 2023 | $2,626 | $2,363 | — | — | — |
| 2022 | $6,024 | $1,348 | — | — | — |