How big is Envoy, Inc.'s plan?

Envoy, Inc.'s plan reported $13.6M in assets and 228 participants for 2024.

Original filing (PDF)20251006180642NAL0004091057001

Envoy, Inc.

Name: Envoy, Inc. — Envoy, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Envoy, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Envoy, Inc. 401(k) Plan

401(k) retirement plan · Envoy, Inc.'s Envoy, Inc. 401(k) Plan held $13.6M in plan assets for 228 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

228

Accounts w/ balance

315

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Jacqueline Sharma signed Envoy, Inc.'s 2024 Form 5500 as plan administrator.

Jacqueline Sharma — 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

Envoy, Inc.'s EIN is 46-2198690.

EIN 46-2198690

Plan number 001

Plan year 2024

ACK ID 20251006180642NAL0004091057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Envoy, Inc.'s plan includes automatic enrollment, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENVOY, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 412K (15% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

ENVOY, INC.

EIN

all filings

Address

410 TOWNSEND ST. · 4TH FLOOR · SAN FRANCISCO, CA · 94107

Phone

(415) 636-6605

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-06

Pension benefit codes

2S · Automatic enrollment

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3F · Sponsor used leased employees

2T · Default investment account (QDIA)

2J · 401(k) feature

2E · Profit-sharing

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Investments

29 direct securities· $13.6M(100% of reported assets)

Mutual Funds

$10.3M

16 holdings

Common Collective Trusts

$3.2M

8 holdings

Other securities

$97K

4 holdings

Bonds / Notes

$11K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$2.9M	21.1%
Fidelity Freedom Index 2060 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$2.3M	16.5%
Fidelity Freedom Index 2050 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$1.9M	13.7%
Fidelity Freedom Index 2045 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$1.9M	13.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	8.1%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	7.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$545K	4.0%
Fidelity Freedom Index 2040 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$424K	3.1%
Fidelity Freedom Index 2035 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$377K	2.8%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$260K	1.9%
Fidelity Government Money Market Fund K6 Mutual Fund	Mutual Funds	—	—	$144K	1.1%
Fidelity Freedom Index 2065 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$142K	1.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$134K	1.0%
Putnam Large Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$122K	0.9%
MFS International Equity Fund R6 Mutual Fund	Mutual Funds	—	—	$68K	0.5%
American Funds Bond Fund of America R6 Mutual Fund	Mutual Funds	—	—	$55K	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$55K	0.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$47K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$46K	0.3%
PGIM High Yield Fund R6 Mutual Fund	Other securities	—	—	$38K	0.3%
JPMorgan Mid Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$38K	0.3%
PIMCO RAE U.S. Small Fund Institutional Mutual Fund	Mutual Funds	—	—	$37K	0.3%
American Funds Inflation Linked Bond Fund R6 Mutual Fund	Mutual Funds	—	—	$37K	0.3%
Fidelity Freedom Index 2030 Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$15K	0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$14K	0.1%
American Funds New World Fund R6 Mutual Fund	Mutual Funds	—	—	$14K	0.1%
Participant Loans to participants, bearing interest at 4.25%	Bonds / Notes	—	—	$11K	<0.1%
Principal Investors Mid Cap Value Fund I Mutual Fund	Other securities	—	—	$7K	<0.1%
Fidelity Freedom Index Income Fund – Investor Class Mutual Fund	Mutual Funds	—	—	$6K	<0.1%