Envoy Solutions Retirement Savings Plan
Sponsored by Envoy Solutions, Llc · EIN 850978372 · Plan #001
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 3,808
- With balances
- 3,575
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $365,851 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $264,267 |
| Lavine, Lofgren, Morris, Engelberg | Accounting | $12,275 |
| Weaver | Consulting (general) | $5,775 |