Original filing (PDF)20250609105422NAL0010925011002

ENVISION CAPITAL GROUP, LLC

Name: ENVISION CAPITAL GROUP, LLC — ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENVISION CAPITAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

ENVISION CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVISION CAPITAL GROUP, LLC.

Plan sponsor

Name

ENVISION CAPITAL GROUP, LLC

EIN

20-8144611

Address

29982 IVY GLENN DRIVE FL 1 · LAGUNA HILLS, CA · 92677

Phone

(949) 225-1777

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DURUS INDUSTRIAL, LLC

DURUS / FISHER GROUP 401(K) PLAN

$2.2M · 60 participants

EAGLE 1 MECHANICAL

EAGLE 1 MECHANICAL 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 16 participants

OLYMPIC AUTO PARK, INC.

THE ACKERMAN CHACCO CO., INC. INCENTIVE SAVINGS PLAN & TRUST

$2.2M · 7 participants

AZTEC RENTAL CENTER #1, INC.

AZTEC RENTAL RETIREMENT PLAN

$2.2M · 36 participants

COST/COPY CONSULTANTS, INC.

COST/COPY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN