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Original filing (PDF)20251014155121NAL0003323217001
ENVOLVE CLIENT SERVICES GROUP, LLC
Form 5500
FILING_RECEIVED
ENVOLVE EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
687
Accounts w/ balance
982
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 172% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVOLVE CLIENT SERVICES GROUP, LLC.
Plan sponsor
Name
ENVOLVE CLIENT SERVICES GROUP, LLC
EIN
76-0499458
Address
555 PERKINS EXTENDED, SUITE 200 · MEMPHIS, TN · 38117
Phone
(901) 435-7700
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $63K | — |
| ARES RETIREMENT PLAN SERVICES, LLC | 88-3547908 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY -PLAN | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAULDIN & JENKINS LLC | 58-0692043 | — | ACCOUNTANT/AUDITOR | $34K | — |
Investments
22 direct securities· $19.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGT DATE RET 2035 R6 Pooled Separate Account | — | — | — | $4.8M | 24.4% | |
| AMERICAN FUNDS TRGT DATE RET 2030 R6 Pooled Separate Account | — | — | — | $3.2M | 16.3% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R6 Pooled Separate Account | — | — | — | $3.0M | 15.2% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R6 Pooled Separate Account | — | — | — | $1.9M | 9.8% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R6 Pooled Separate Account | — | — | — | $1.8M | 9.2% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R6 Pooled Separate Account | — | — | — | $1.6M | 7.8% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R6 Pooled Separate Account | — | — | — | $1.0M | 5.2% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R5 Pooled Separate Account | — | — | — | $953K | 4.8% | |
| LOANS * PARTICIPANT LOANS 5.25%-10.50% - | — | — | — | $402K | 2.0% | |
| PGIM HIGH YIELD R6 Pooled Separate Account ** 176 * AF TRGT DATE 2060 R6 Pooled Separate Account | — | — | — | $353K | 1.8% | |
| Party-in- Identity of Issuer, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value POOLED SEPARATE ACCOUNTS * FID 500 INDEX Pooled Separate Account | — | — | — | $173K | 0.9% | |
| AMERICAN FUNDS TRGT DATE RET 2065 R6 Pooled Separate Account | — | — | — | $96K | 0.5% | |
| FID SM CAP IDX Pooled Separate Account ** 97 * FID LG CAP GR IDX Pooled Separate Account | — | — | — | $81K | 0.4% | |
| FID GOVT MMKT K6 Pooled Separate Account | — | — | — | $65K | 0.3% | |
| FID MID CAP IDX Pooled Separate Account | — | — | — | $41K | 0.2% | |
| PIM RAE US SM I Pooled Separate Account | — | — | — | $39K | 0.2% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R6 Pooled Separate Account | — | — | — | $36K | 0.2% | |
| PUTN LARGE CP VAL R1 Pooled Separate Account | — | — | — | $30K | 0.2% | |
| AMERICAN FUNDS TRGT DATE RET 2010 R6 Pooled Separate Account | — | — | — | $27K | 0.1% | |
| PGIM J GLOBAL OPP R6 Pooled Separate Account ** 258 PUTNAM SM CAP GR R6 Pooled Separate Account | — | — | — | $21K | 0.1% | |
| VICTORY S ESTB VAL R Pooled Separate Account | — | — | — | $19K | <0.1% | |
| AF BOND FD AMER R6 Pooled Separate Account | — | — | — | $13K | <0.1% |