How big is Envest Holdings, LLC's plan?

Envest Holdings, LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250702121637NAL0019798192001

Envest Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Envest Holdings, LLC 401(k) Plan

401(k) retirement plan · Envest Holdings, LLC's Envest Holdings, LLC 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jonathan Reed signed Envest Holdings, LLC's 2024 Form 5500 as plan administrator.

Jonathan Reed — 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

Envest Holdings, LLC's EIN is 54-1957581.

EIN 54-1957581

Plan number 001

Plan year 2024

ACK ID 20250702121637NAL0019798192001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Envest Holdings, 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 ENVEST HOLDINGS, 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