What public Form 5500 filings show about the Envolve Client Services Group, LLC 401(k) plan — and how to find and check your own account.
Envolve Client Services Group, LLC (EIN 76-0499458) reports ENVOLVE EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $19.8M in plan assets across 687 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Envolve Client Services Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Envolve Client Services Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ARES RETIREMENT PLAN SERVICES, GLOBAL RETIREMENT PARTNERS, MAULDIN & JENKINS.
