Plan Snapshot
- Plan Sponsor: Envista Holdings Corporation
- Sponsor EIN: 832206728
- Sponsor Address: 200 S. KRAEMER BLVD.,, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 3,032
- Total Assets: $591.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 3,032 | $591.6M | $19.4M | $28.2M |
| 2023 | 3,022 | $523.0M | $12.0M | $27.1M |
| 2022 | 3,131 | $450.2M | $19.3M | $26.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $187,143 | — | $187,143 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $159,180 | — | $159,180 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,323
- Estimated Expense Ratio: 0.059% 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 | $341,636 | $159,180 | $3,300 | — | — |
| 2023 | $332,598 | $139,776 | $300 | — | — |
| 2022 | $384,023 | $133,144 | — | — | — |