How big is Envision Utah's plan?

Envision Utah's plan reported $634K in assets and 10 participants for 2024.

Original filing (PDF)20250312155037NAL0038525154001

Envision Utah

Name: Envision Utah — Envision Utah 403(b) Plan, Form 5500 (2024)
Creator: Envision Utah
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Envision Utah 403(b) Plan

401(k) retirement plan · Envision Utah's Envision Utah 403(b) Plan held $634K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

ARI Bruening signed Envision Utah's 2024 Form 5500 as plan administrator.

ARI Bruening — 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 Utah's EIN is 87-0462205.

EIN 87-0462205

Plan number 001

Plan year 2024

ACK ID 20250312155037NAL0038525154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Envision Utah from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Envision Utah's plan includes a 401(k) feature, a 403(b) annuity, profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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

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 (96th percentile).

Plan sponsor

Name

ENVISION UTAH

EIN

all filings

Address

254 SOUTH 600 EAST #201 · SALT LAKE CITY, UT · 84102

Phone

(801) 303-1451

Industry

Other Services (ex. Public Admin)

Plan administrator