Plan Snapshot
- Plan Sponsor: Envision Management, LLC
- Sponsor EIN: 841613233
- Sponsor Address: 8610 EXPLORER DRIVE, COLORADO SPRINGS, CO, 809201036
- Plan Type: 401(k)
- Total Participants: 1,570
- Total Assets: $54.0M
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 | 1,570 | $54.0M | $2.1M | $4.1M |
| 2023 | 1,643 | $47.2M | $1.9M | $3.7M |
| 2022 | 1,569 | $38.6M | $1.6M | $3.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $202,407 | $69,850 | $132,557 | — | — |
| 2023 | $175,582 | $64,769 | $110,813 | — | — |
| 2022 | $162,474 | $65,295 | $97,179 | — | — |