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Original filing (PDF)20250325153955NAL0014532929001
ENVISION AESC US, LLC
Form 5500
FILING_RECEIVED
ENVISION AESC US, LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 28.3 moNo recordkeeper disclosed8 service providers
Active participants
260
Accounts w/ balance
379
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 28.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVISION AESC US, LLC.
Plan sponsor
Name
ENVISION AESC US, LLC
EIN
83-2435971
Address
500 BATTERY PLANT ROAD · SMYRNA, TN · 37167
Phone
(615) 751-3324
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-03-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $48K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $9.9M(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
$9.7M
29 holdings
Common Collective Trust
$135K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $1.3M | 12.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $1.2M | 12.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $1.2M | 12.2% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $1.2M | 11.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $1.1M | 11.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $609K | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $564K | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $552K | 5.6% | |
| T. Rowe Price Equity Index 500 Fund | — | — | — | $508K | 5.1% | |
| Participant loans * Participants 4.25% - 6.50%; maturing through 2026 | — | — | — | $258K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $208K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $170K | 1.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $135K | 1.4% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $106K | 1.1% | |
| JP Morgan JP Morgan Mid Cap Value L | — | — | — | $93K | 0.9% | |
| T. Rowe Price Extended Equity Market Index | — | — | — | $93K | 0.9% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $88K | 0.9% | |
| T. Rowe Price International Discovery Fund | — | — | — | $62K | 0.6% | |
| DFA U.S. Targeted Value I | — | — | — | $54K | 0.5% | |
| Principal Real Estate Fund R6 | — | — | — | $54K | 0.5% | |
| PIMCO Income Fund Institution Class | — | — | — | $51K | 0.5% | |
| T. Rowe Price International Equity Index | — | — | — | $42K | 0.4% | |
| Prudential Total Return Bond R6 | — | — | — | $42K | 0.4% | |
| T. Rowe Price QM U.S. Bond Index | — | — | — | $40K | 0.4% | |
| Invesco Developing Markets R6 | — | — | — | $31K | 0.3% | |
| T. Rowe Price Government Money Market | — | — | — | $29K | 0.3% | |
| T. Rowe Price Value Fund | — | — | — | $29K | 0.3% | |
| Invesco Discovery R6 | — | — | — | $23K | 0.2% | |
| PIMCO All Asset Institution Class | — | — | — | $16K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $2K | <0.1% |