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Original filing (PDF)20251014144224NAL0004264464001
EVISIONS, LLC
Form 5500
FILING_RECEIVED
EVISIONS, LLC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
117
Accounts w/ balance
148
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVISIONS, LLC.
Plan sponsor
Name
EVISIONS, LLC
EIN
88-0411440
Address
1321 UPLAND DR · PMB 20169 · HOUSTON, TX · 77043
Phone
(714) 824-5252
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $15.3M(100% 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.
Uncategorized
$14.8M
29 holdings
Mutual Funds
$519K
1 holding
Common Collective Trust
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fid 500 Index | — | — | — | $2.1M | 13.6% | |
| American Funds Af Trgt Date 2055 R6 | — | — | — | $1.3M | 8.3% | |
| Fidelity Fid Total Mkt Idx | — | — | — | $1.2M | 7.8% | |
| Vanguard Vang Info Tec Idx Ad | — | — | — | $1.0M | 6.6% | |
| American Funds Af Trgt Date 2040 R6 | — | — | — | $904K | 5.9% | |
| JP Morgan Jpm Equity Income R6 | — | — | — | $900K | 5.9% | |
| American Funds Af Trgt Date 2045 R6 | — | — | — | $789K | 5.1% | |
| Fidelity Fid Sm Cap Idx | — | — | — | $601K | 3.9% | |
| American Funds Af Trgt Date 2035 R6 | — | — | — | $587K | 3.8% | |
| Alliance Bernstein Ab Lg Cap Grth Adv | Mutual Funds | — | — | $519K | 3.4% | |
| Fidelity Fid Us Bond Idx | — | — | — | $499K | 3.3% | |
| American Funds Af Trgt Date 2050 R6 | — | — | — | $490K | 3.2% | |
| Alliance Bernstein Ab Sm Cap Grth Adv | — | — | — | $476K | 3.1% | |
| American Funds Af Trgt Date 2060 R6 | — | — | — | $474K | 3.1% | |
| Dimensional Fund Advisors Dfa Glob Real Estate | — | — | — | $470K | 3.1% | |
| Fidelity Fid Intl Index | — | — | — | $430K | 2.8% | |
| American Funds Af Trgt Date 2030 R6 | — | — | — | $425K | 2.8% | |
| Morningstar Mfs Intl Growth R6 | — | — | — | $373K | 2.4% | |
| Hartford Intl Val R6 | — | — | — | $361K | 2.4% | |
| Goldman Sachs Gs Sm Cp Val Ins R6 | — | — | — | $343K | 2.2% | |
| Fidelity Fid Mid Cap Idx | — | — | — | $243K | 1.6% | |
| PGIM Investments Pgim High Yield R6 | — | — | — | $178K | 1.2% | |
| JP Morgan Jpm Govt Bond R6 | — | — | — | $145K | 0.9% | |
| Vanguard Vang Mdcpgr Idx Adm | — | — | — | $121K | 0.8% | |
| American Funds Af Trgt Date 2065 R6 | — | — | — | $105K | 0.7% | |
| maturing through July 2031 | — | — | — | $77K | 0.5% | |
| American Century Am Cent Md Cp Val R6 | — | — | — | $69K | 0.4% | |
| JP Morgan Calv Emrg Mkts Eq R6 | — | — | — | $68K | 0.4% | |
| American Funds Af Trgt Date 2025 R6 | — | — | — | $62K | 0.4% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $45K | 0.3% | |
| American Funds Af Trgt Date 2015 R6 | — | — | — | $14K | <0.1% |
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