# Envision Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/envision-management-llc-401k-plan

> Envision Management, LLC's 401(k) plan: 1,570 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Clinica Family Health](https://planprovider.pro/companies/clinica-family-health-plan-002) — 525 participants

- [Stride Community Health Center](https://planprovider.pro/companies/stride-community-health-center-401k-plan) — 379 participants

- [Here And Now Healthcare Incorporated](https://planprovider.pro/companies/here-and-now-healthcare-incorporated-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/envision-management-llc-401k-plan)

© 2026 PlanProvider.Pro