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Original filing (PDF)20240607152314NAL0012590595001
ENVOY SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
NORTH AMERICAN RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 6.7 mo
Active participants
424
Accounts w/ balance
491
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 6.7 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVOY SOLUTIONS, LLC.
Plan sponsor
Name
ENVOY SOLUTIONS, LLC
EIN
36-4369474
Address
2101 CLAIRE COURT · GLENVIEW, IL · 60025
Phone
(847) 832-4000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-06-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L,L,P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $42K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
10 pooled funds· $14.9M(47% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | $9.5M | 30.3% |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | $2.8M | 9.0% |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | $1.8M | 5.7% |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | $476K | 1.5% |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | $275K | 0.9% |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | $0 | <0.1% |
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