Employee Benefit Plan Of Envision, Inc.
Sponsored by Envision Inc. · EIN 261392721 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 404
- With balances
- 500
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Enza Financial, Llc CRD 315827 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Enza Financial Llc | Investment advisory (plan), Direct payment from the plan | $89,007 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees, Direct payment from the plan | $71,801 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $17,798 |