How big is Envision Retirement, LLC's plan?

Envision Retirement, LLC's plan reported $175K in assets and 3 participants for 2023.

Original filing (PDF)20240328104246NAL0002086643001

Envision Retirement, LLC

Name: Envision Retirement, LLC — Envision Retirement, LLC, Form 5500 (2023)
Creator: Envision Retirement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Retirement, LLC 401(k) Plan

401(k) retirement plan · Envision Retirement, LLC's Envision Retirement, LLC 401(k) Plan held $175K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Christopher Carracedo signed Envision Retirement, LLC's 2023 Form 5500 as plan administrator.

Christopher Carracedo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Envision Retirement, LLC's EIN is 86-1601646.

EIN 86-1601646

Plan number 001

Plan year 2023

ACK ID 20240328104246NAL0002086643001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Envision Retirement, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Envision Retirement, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENVISION RETIREMENT, LLC.

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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