ZAC Egeler signed Envision Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envision Management, LLC's EIN is 84-1613233.
Download the official 2024 Form 5500 (PDF) for Envision Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envision Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $70K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Retirement Date R6 Fd | Mutual Funds | — | — | $6.5M | 12.1% | |
| American Funds 2030 Target Retirement Date R6 Fd | Mutual Funds | — | — | $6.4M | 11.8% | |
| American Funds 2035 Target Retirement Date R6 Fd | Mutual Funds | — | — | $6.3M | 11.7% | |
| American Funds 2040 Target Retirement Date R6 Fd | Mutual Funds | — | — | $6.1M | 11.2% | |
| American Funds 2045 Target Retirement Date R6 Fd | Mutual Funds | — | — | $4.8M | 8.9% | |
| American Funds 2055 Target Retirement Date R6 Fd | Mutual Funds | — | — | $3.9M | 7.2% | |
| American Funds 2025 Target Retirement Date R6 Fd | Mutual Funds | — | — | $3.0M | 5.6% | |
| American Funds 2020 Target Retirement Date R6 Fd | Mutual Funds | — | — | $2.8M | 5.1% | |
| American Funds 2060 Target Retirement Date R6 Fd | Mutual Funds | — | — | $2.6M | 4.8% | |
| Vanguard Large Cap Idx Adm Fd | Common Collective Trusts | — | — | $2.3M | 4.2% | |
| Janus Henders Forty N Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| Participant Loans Various maturity dates through 2036; interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.4M | 2.7% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $664K | 1.2% | |
| American Funds 2065 Target Retirement Date R6 Fd | Mutual Funds | — | — | $610K | 1.1% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $571K | 1.1% | |
| Vgd LifeStrategy Growth Inv Fd | Other securities | — | — | $554K | 1.0% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $490K | 0.9% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $473K | 0.9% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $385K | 0.7% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $358K | 0.7% | |
| Wasatch Core Growth Fund | Other securities | — | — | $343K | 0.6% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | — | $335K | 0.6% | |
| JHancock Disciplined Value R6 | Other securities | — | — | $310K | 0.6% | |
| PIMCO International Bond (USD-Hdg) Instl | Mutual Funds | — | — | $269K | 0.5% | |
| American Funds International Vntg R6 | Mutual Funds | — | — | $213K | 0.4% | |
| Coehn & Steers Re Est Sec Z Fd | Other securities | — | — | $203K | 0.4% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $136K | 0.3% | |
| American Funds 2015 Target Retirement Date R6 Fd | Mutual Funds | — | — | $70K | 0.1% | |
| Allspring Core Plus Bond R6 | Other securities | — | — | $64K | 0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $58K | 0.1% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $52K | <0.1% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | — | $48K | <0.1% | |
| Vgd LifeStrategy Mod Gr Inv Fd | Other securities | — | — | $44K | <0.1% | |
| MFS Emerging Mkts Debt R6 Fd | Mutual Funds | — | — | $25K | <0.1% | |
| Vgd LifeStrategy Income Inv Fd | Other securities | — | — | $22K | <0.1% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
