Original filing (PDF)20251105050344NAL0005402115001

ELS VISION WEALTH MANAGEMENT

Name: ELS VISION WEALTH MANAGEMENT — ELS VISION WEALTH MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: ELS VISION WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ELS VISION WEALTH MANAGEMENT 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ELS VISION WEALTH MANAGEMENT

EIN

84-3034662all filings

Address

5801 MARVIN D. LOVE FWY · SUITE 307 · DALLAS, TX · 75237

Phone

(972) 598-0242

Industry