Original filing (PDF)20250912102032NAL0000728931001

ENVISION, LLC

Name: ENVISION, LLC — ENVISION EMPLOYEE'S 401(K) PLAN, Form 5500 (2024)
Creator: ENVISION, LLC

Form 5500

FILING_RECEIVED

ENVISION EMPLOYEE'S 401(K) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure29% in single holding

Active participants

234

Accounts w/ balance

121

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

1 Schedule C provider failed to disclose compensation.
Top holding "Fidelity Growth Company Fund Mutual Fund" is 29% of plan.
52% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (0 bps vs 52 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

ENVISION, LLC

EIN

43-1838425

Address

#6 CITYPLACE DRIVE · SUITE 350 · ST. LOUIS, MO · 631417164

Phone

(314) 878-4777

Industry

Professional & Technical Servicessee 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

2025-09-12

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ARMANINO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$150	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

28 direct securities· $9.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Growth Company Fund Mutual Fund	—	—	—	$2.8M	29.4%
Fidelity 500 Index Premium Fund Mutual Fund	—	—	—	$1.2M	12.5%
Fidelity Contrafund Mutual Fund	—	—	—	$1.2M	12.4%
Fidelity Government Money Market Fund Money Market Fund	—	—	—	$751K	8.0%
Fidelity Magellan Fund Mutual Fund	—	—	—	$346K	3.7%
Fidelity Low Priced Stock Fund Mutual Fund	—	—	—	$289K	3.1%
Fidelity Freedom 2040 Fund Mutual Fund	—	—	—	$279K	3.0%
Columbia Dividend Income Fund Mutual Fund	—	—	—	$271K	2.9%
Fidelity Balanced Fund Mutual Fund	—	—	—	$270K	2.9%
Fidelity Capital & Income Fund Mutual Fund	—	—	—	$256K	2.7%
Fidelity International Index Fund Mutual Fund	—	—	—	$250K	2.7%
Fidelity Freedom 2050 Fund Mutual Fund	—	—	—	$247K	2.6%
Fidelity Value Fund Mutual Fund	—	—	—	$231K	2.5%
Fidelity Freedom 2030 Fund Mutual Fund	—	—	—	$191K	2.0%
Fidelity Freedom 2055 Fund Mutual Fund	—	—	—	$138K	1.5%
Fidelity Overseas Fund Mutual Fund	—	—	—	$97K	1.0%
Fidelity Intermediate Bond Fund Mutual Fund	—	—	—	$96K	1.0%
Fidelity Freedom 2025 Fund Mutual Fund	—	—	—	$94K	1.0%
Fidelity Freedom 2045 Fund Mutual Fund	—	—	—	$72K	0.8%
Fidelity Small Cap Discovery Fund Mutual Fund	—	—	—	$71K	0.8%
Fidelity Freedom Income Fund Mutual Fund	—	—	—	$66K	0.7%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$56K	0.6%
Fidelity Freedom 2060 Fund Mutual Fund	—	—	—	$53K	0.6%
Fidelity Freedom 2035 Fund Mutual Fund	—	—	—	$46K	0.5%
Notes receivable from participants Maturity through September 2028 -	—	—	—	$44K	0.5%
Fidelity Extended Market Index Fund Mutual Fund	—	—	—	$30K	0.3%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	—	—	—	$29K	0.3%
Fidelity Freedom 2065 Fund Mutual Fund	—	—	—	$6K	<0.1%