How big is Envision Planning, LLC's plan?

Envision Planning, LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250710135910NAL0009241392001

Envision Planning, LLC

Name: Envision Planning, LLC — Envision Planning, LLC, Form 5500 (2024)
Creator: Envision Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Planning, LLC 401(k) Plan

401(k) retirement plan · Envision Planning, LLC's Envision Planning, LLC 401(k) Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kristy PALS signed Envision Planning, LLC's 2024 Form 5500 as plan administrator.

Kristy PALS — 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

Envision Planning, LLC's EIN is 55-0883331.

EIN 55-0883331

Plan number 001

Plan year 2024

ACK ID 20250710135910NAL0009241392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Envision Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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