JON Proesch signed Envision Cooperative's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envision Cooperative's EIN is 45-0133140.
Download the official 2023 Form 5500 (PDF) for Envision Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Envision Cooperative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $29K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.6M | 86.6% | |
| [Assets held in participant loans] | Other | — | — | $70K | 1.3% | |
| [Assets held in common collective trust] | Other | — | — | $18K | 0.3% | |
| SHORT TERM INVESTMENT FUND A SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $18K | 0.3% |
