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Original filing (PDF)20251015160828NAL0002605699001
ENVOY SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ENVOY SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
51% in single holding
Active participants
3,808
Accounts w/ balance
3,575
Plan assets (EOY)
$281.7M
Net assets (EOY)
$281.7M
How this plan invests
This plan
6 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDUCIARY INVESTMENT TRUST BALANCED PORTFOLIO (extraction pending)]" is 51% of plan.
- 23 bps in Schedule C fees — 130% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVOY SOLUTIONS, LLC.
Plan sponsor
Name
ENVOY SOLUTIONS, LLC
EIN
85-0978372
Address
2101 CLAIRE COURT · GLENVIEW, IL · 60025
Phone
(847) 832-4000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
LAVINE, LOFGREN, MORRIS & ENGELBERG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $366K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $264K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS, ENGELBERG | 33-0690020 | — | ACCOUNTANT/AUDITOR | $12K | — |
| WEAVER | 75-0786316 | — | ACCOUNTANT/AUDITOR | $6K | — |
Investments
1 direct security · 6 pooled funds· $105.8M(38% 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.
Common Collective Trust
$98.6M
6 holdings
Uncategorized
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $50.7M | 18.0% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $30.0M | 10.6% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $9.1M | 3.2% | |
| [DFE: FIDUCIARY INVESTMENT TRUST MODERATELY CONSERVATIVE PORTFOLIO (extraction pending)] | — | — | — | $7.2M | 2.6% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $7.2M | 2.6% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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