How big is Envision Retirement, LLC's plan?

Envision Retirement, LLC's plan reported $434K in assets and 5 participants for 2025.

Original filing (PDF)20260408115836NAL0011392480001

Envision Retirement, LLC

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

Form 5500-SF

FILING_RECEIVED

Envision Retirement, LLC 401(k) Plan

401(k) retirement plan · Envision Retirement, LLC's Envision Retirement, LLC 401(k) Plan held $434K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Christopher Carracedo signed Envision Retirement, LLC's 2025 Form 5500 as plan administrator.

Christopher Carracedo — 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 Retirement, LLC's EIN is 83-1601646.

EIN 83-1601646

Plan number 001

Plan year 2025

ACK ID 20260408115836NAL0011392480001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Envision Retirement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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