# The Envoy Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-envoy-group-llc-401k-plan

> The Envoy Group LLC's 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Envoy Group LLC

- **Sponsor EIN:** 061821907

- **Sponsor Address:** 34 TELSA, IRVINE, CA, 92618

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

- **Total Participants:** 65

- **Total Assets:** $6.0M

## 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|65|$6.0M|$294,199|$593,992|

| 2023|72|$5.9M|$229,452|$668,014|

| 2022|79|$4.6M|$343,061|$739,441|

## 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|

| WESPAC ADVISORS, LLC|NONE|$32,556|—|$32,556|

| WESPAC PLAN SERVICES, LLC|NONE|$14,757|—|$14,757|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,313

- **Estimated Expense Ratio:** 0.787% 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|$47,313|$32,556|$4,475|—|—|

| 2023|$40,821|$28,565|$3,020|—|—|

| 2022|$41,396|$26,980|$8,863|—|—|

## Similar Plans

- [Chrisad, INC.](https://planprovider.pro/companies/chrisad-inc-401k-plan) — 68 participants

- [Klientboost Performance](https://planprovider.pro/companies/klientboost-performance-401k-plan) — 60 participants

- [Common Thread Collective, LLC](https://planprovider.pro/companies/common-thread-collective-llc-401k-plan) — 60 participants

- [Marin Software Incorporated Dba Marin Software](https://planprovider.pro/companies/marin-software-incorporated-dba-marin-software-401k-plan) — 59 participants

- [Brand Amp, LLC](https://planprovider.pro/companies/brand-amp-llc-401k-plan) — 79 participants

- [Faze Clan INC](https://planprovider.pro/companies/faze-clan-inc-401k-plan) — 51 participants

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

© 2026 PlanProvider.Pro