Plan Snapshot
- Plan Sponsor: Envoy Global, INC.
- Sponsor EIN: 364319710
- Sponsor Address: 230 W MONROE STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 361 | $25.3M | $565,060 | $3.2M |
| 2023 | 449 | $20.0M | $534,983 | $2.8M |
| 2022 | 393 | $11.6M | $809,959 | $2.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $92,012 | $19,989 | $72,023 | — | — |
| 2023 | $69,054 | $19,989 | $49,065 | — | — |
| 2022 | $57,905 | $19,991 | $37,914 | — | — |