AUMdb

Envisioneering, Inc. 401(k) Retirement Plan

Sponsored by Envisioneering, Inc. · EIN 541746682 · Plan #002

Total assets
$26.3M
Net assets
$26.3M
Active participants
178
With balances
208

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $71,645
Signature Estate & Investmt Advisor Investment advisory (plan), Other fees $0