How big is Envisionwise, LLC's plan?

Envisionwise, LLC's plan reported $26K in assets and 3 participants for 2024.

Original filing (PDF)20250912115422NAL0000764147001

Envisionwise, LLC

Name: Envisionwise, LLC — Envisionwise 401(k) & Profit, Form 5500 (2024)
Creator: Envisionwise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envisionwise 401(k) & Profit Sharing Plan

401(k) retirement plan · Envisionwise, LLC's Envisionwise 401(k) & Profit Sharing Plan held $26K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Jacqueline Parks signed Envisionwise, LLC's 2024 Form 5500 as plan administrator.

Jacqueline Parks — 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

Envisionwise, LLC's EIN is 45-1025988.

EIN 45-1025988

Plan number 001

Plan year 2024

ACK ID 20250912115422NAL0000764147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Envisionwise, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ENVISIONWISE, LLC.

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Plan health score

Top-tier plan health

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

Helping the score