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Original filing (PDF)20251006180642NAL0004091057001
ENVOY, INC.
Form 5500
FILING_RECEIVED
ENVOY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
228
Accounts w/ balance
315
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
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 (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVOY, INC..
Plan sponsor
Name
ENVOY, INC.
EIN
46-2198690
Address
410 TOWNSEND ST. · 4TH FLOOR · SAN FRANCISCO, CA · 94107
Phone
(415) 636-6605
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-06
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund – Investor Class Mutual Fund | — | — | — | $2.9M | 21.1% | |
| Fidelity Freedom Index 2060 Fund – Investor Class Mutual Fund | — | — | — | $2.3M | 16.5% | |
| Fidelity Freedom Index 2050 Fund – Investor Class Mutual Fund | — | — | — | $1.9M | 13.7% | |
| Fidelity Freedom Index 2045 Fund – Investor Class Mutual Fund | — | — | — | $1.9M | 13.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 8.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.0M | 7.6% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $545K | 4.0% | |
| Fidelity Freedom Index 2040 Fund – Investor Class Mutual Fund | — | — | — | $424K | 3.1% | |
| Fidelity Freedom Index 2035 Fund – Investor Class Mutual Fund | — | — | — | $377K | 2.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $260K | 1.9% | |
| Fidelity Government Money Market Fund K6 Mutual Fund | — | — | — | $144K | 1.1% | |
| Fidelity Freedom Index 2065 Fund – Investor Class Mutual Fund | — | — | — | $142K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $134K | 1.0% | |
| Putnam Large Cap Value Fund R6 Mutual Fund | — | — | — | $122K | 0.9% | |
| MFS International Equity Fund R6 Mutual Fund | — | — | — | $68K | 0.5% | |
| American Funds Bond Fund of America R6 Mutual Fund | — | — | — | $55K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $55K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $47K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $46K | 0.3% | |
| PGIM High Yield Fund R6 Mutual Fund | — | — | — | $38K | 0.3% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $38K | 0.3% | |
| PIMCO RAE U.S. Small Fund Institutional Mutual Fund | — | — | — | $37K | 0.3% | |
| American Funds Inflation Linked Bond Fund R6 Mutual Fund | — | — | — | $37K | 0.3% | |
| Fidelity Freedom Index 2030 Fund – Investor Class Mutual Fund | — | — | — | $15K | 0.1% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $14K | 0.1% | |
| American Funds New World Fund R6 Mutual Fund | — | — | — | $14K | 0.1% | |
| Participant Loans to participants, bearing interest at 4.25% | — | — | — | $11K | <0.1% | |
| Principal Investors Mid Cap Value Fund I Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Index Income Fund – Investor Class Mutual Fund | — | — | — | $6K | <0.1% |
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