How big is Envision Wealth Management, Inc.'s plan?

Envision Wealth Management, Inc.'s plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260422111544NAL0001918051001

Envision Wealth Management, Inc.

Name: Envision Wealth Management, Inc. — Envision Wealth, Form 5500 (2025)
Creator: Envision Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Wealth Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Envision Wealth Management, Inc.'s Envision Wealth Management, Inc. Cash Balance Plan held $1.2M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Envision Wealth Management, Inc.'s EIN is 71-0866012.

EIN 71-0866012

Plan number 003

Plan year 2025

ACK ID 20260422111544NAL0001918051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Envision Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Envision Wealth Management, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score