How big is Envision Capital Group, LLC's plan?

Envision Capital Group, LLC's plan reported $2.2M in assets and 30 participants for 2024.

Original filing (PDF)20250609105422NAL0010925011002

Envision Capital Group, LLC

Name: Envision Capital Group, LLC — Envision Capital, Form 5500 (2024)
Creator: Envision Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Capital Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Envision Capital Group, LLC's Envision Capital Group, LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Oliver Moreno signed Envision Capital Group, LLC's 2024 Form 5500 as plan administrator.

Oliver Moreno — 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

Envision Capital Group, LLC's EIN is 20-8144611.

EIN 20-8144611

Plan number 001

Plan year 2024

ACK ID 20250609105422NAL0010925011002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Envision Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Envision Capital Group, LLC's plan includes profit-sharing, 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 ENVISION CAPITAL GROUP, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off