How big is Jonathan Muhlendorf's plan?

Jonathan Muhlendorf's plan reported $347K in assets and 2 participants for 2024.

Original filing (PDF)20250616095220NAL0000433683001

Jonathan Muhlendorf

Name: Jonathan Muhlendorf — Envision Wealth Management, Form 5500 (2024)
Creator: Jonathan Muhlendorf
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Wealth Management Retirement Plan

401(k) retirement plan · Jonathan Muhlendorf's Envision Wealth Management Retirement Plan held $347K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Jonathan Muhlendorf signed Jonathan Muhlendorf's 2024 Form 5500 as plan administrator.

Jonathan Muhlendorf — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jonathan Muhlendorf's EIN is 20-4251562.

EIN 20-4251562

Plan number 001

Plan year 2024

ACK ID 20250616095220NAL0000433683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan Muhlendorf from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Muhlendorf's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN MUHLENDORF.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score