Original filing (PDF)20230816114634NAL0000937523001

ENVOY ADVISORY LLC

Name: ENVOY ADVISORY LLC — ENVOY ADVISORY LLC 401(K) PLAN, Form 5500 (2022)
Creator: ENVOY ADVISORY LLC

Form 5500-SF

FILING_RECEIVED

ENVOY ADVISORY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVOY ADVISORY LLC.

Plan sponsor

Name

ENVOY ADVISORY LLC

EIN

84-3755206

Address

21 BUTLER PLACE, 3E · BROOKLYN, NY · 11238

Phone

—

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-21

Filed

2023-08-16

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)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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