Envision Management, Llc 401(k) Profit Sharing Plan
Sponsored by Envision Management, Llc · EIN 841613233 · Plan #001
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 1,570
- With balances
- 1,148
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 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 | $132,557 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $69,871 |