Envolve Employee Savings Plan
Sponsored by Envolve Client Services Group, Llc · EIN 760499458 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 687
- With balances
- 982
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $63,207 |
| Global Retirement Partners Llc | Investment advisory (plan) | $38,962 |
| Mauldin & Jenkins Llc | Accounting | $34,060 |
| Ares Retirement Plan Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $19,805 |