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Original filing (PDF)20250919084154NAL0000997283001
ENVISTA, LLC
Form 5500
FILING_RECEIVED
ENVISTA, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
254
Accounts w/ balance
446
Plan assets (EOY)
$38.3M
Net assets (EOY)
$38.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVISTA, LLC.
Plan sponsor
Name
ENVISTA, LLC
EIN
68-0517515
Address
11555 N. MERIDIAN STREET, SUITE 300 · CARMEL, IN · 46032
Phone
(317) 208-9100
Industry
Transportation & Warehousingsee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $45K | — |
Investments
25 direct securities · 1 pooled fund· $38.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$37.9M
25 holdings
Common Collective Trust
$432K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 26,695 | — | — | — | $5.5M | 14.2% | |
| Vanguard Target Retirement 2030 Fund 99,458 | — | — | — | $3.8M | 9.8% | |
| Vanguard Target Retirement 2045 Fund 116,512 | — | — | — | $3.5M | 9.0% | |
| Vanguard Target Retirement 2050 Fund 64,697 | — | — | — | $3.2M | 8.4% | |
| Vanguard Target Retirement 2040 Fund 70,617 | — | — | — | $3.1M | 8.0% | |
| Vanguard Target Retirement 2055 Fund 51,485 | — | — | — | $2.9M | 7.5% | |
| Vanguard Target Retirement 2060 Fund 54,309 | — | — | — | $2.8M | 7.3% | |
| Vanguard Target Retirement 2035 Fund 91,172 | — | — | — | $2.2M | 5.7% | |
| REGISTERED INVESTMENT COMPANIES AB Large Cap Growth Z 19,823 | — | — | — | $2.2M | 5.6% | |
| Vanguard Target Retirement 2025 Fund 71,845 | — | — | — | $1.3M | 3.5% | |
| Fidelity Mid Cap Index Fund 31,996 | — | — | — | $1.1M | 2.8% | |
| Vanguard Target Retirement 2065 Fund 29,699 | — | — | — | $998K | 2.6% | |
| Janus Henderson Triton Fund Class N 29,849 | — | — | — | $821K | 2.1% | |
| Fidelity Small Cap Index Fund 26,591 | — | — | — | $736K | 1.9% | |
| PIMCO Income Fund Institutional Class 56,891 | — | — | — | $598K | 1.6% | |
| Vanguard Target Retirement 2020 Fund 22,140 | — | — | — | $586K | 1.5% | |
| JPMorgan Equity Income Fund Class R6 24,299 | — | — | — | $582K | 1.5% | |
| Fidelity International Index Fund 11,498 | — | — | — | $547K | 1.4% | |
| American Funds New World Fund R6 5,667 | — | — | — | $436K | 1.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $432K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25-10.50%, with maturities through June 2034 0 | — | — | — | $362K | 0.9% | |
| iShares U.S. Aggregate Bond Index Fund Class K 34,887 | — | — | — | $310K | 0.8% | |
| MFS International Diversification Fund Class R6 12,660 | — | — | — | $289K | 0.8% | |
| Fidelity Total Bond 26,048 | — | — | — | $245K | 0.6% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market K6 16,293 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 571 | — | — | — | $15K | <0.1% |
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