# Envoy Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/envoy-solutions-llc-401k-plan-001

> Envoy Solutions, LLC's 401(k) plan: 3,808 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Envoy Solutions, LLC

- **Sponsor EIN:** 850978372

- **Sponsor Address:** 2101 CLAIRE COURT, GLENVIEW, IL, 60025

- **Plan Type:** 401(k)

- **Total Participants:** 3,808

- **Total Assets:** $281.7M

## 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|3,808|$281.7M|$7.6M|$19.9M|

| 2023|3,343|$251.5M|$4.7M|$13.1M|

## 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|$365,851|—|$365,851|

| PRIME CAPITAL INVESTMENT ADVISORS|ADVISOR|$264,267|—|$264,267|

| LAVINE, LOFGREN, MORRIS, ENGELBERG|ACCOUNTANT/AUDITOR|$12,275|—|$12,275|

| WEAVER|ACCOUNTANT/AUDITOR|$5,775|—|$5,775|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $648,168

- **Estimated Expense Ratio:** 0.230% 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|$648,168|$264,267|$1,800|$12,275|—|

| 2023|$277,132|$116,816|$300|—|—|

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