Back to filter
Original filing (PDF)20250924183850NAL0007840625001
ENVIVA INC.
Form 5500
FILING_RECEIVED
ENVIVA INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,303
Accounts w/ balance
1,571
Plan assets (EOY)
$65.6M
Net assets (EOY)
$65.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 73% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIVA INC..
Plan sponsor
Name
ENVIVA INC.
EIN
90-1030857
Address
7500 OLD GEORGETOWN ROAD · SUITE 1400 · BETHESDA, MD · 20814
Phone
(301) 657-5560
Industry
Constructionsee 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
2025-09-24
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $151K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $23K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $8K | — |
Investments
29 direct securities · 6 pooled funds· $64.1M(98% 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
$62.6M
29 holdings
Common Collective Trust
$1.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund | — | — | — | $7.5M | 11.5% | |
| Fidelity Freedom Index 2045 Fund Asset Allocation Mutual Fund | — | — | — | $7.5M | 11.4% | |
| Fidelity Freedom Index 2035 Fund Asset Allocation Mutual Fund | — | — | — | $7.3M | 11.1% | |
| Fidelity Freedom Index 2055 Fund Asset Allocation Mutual Fund | — | — | — | $5.4M | 8.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $5.0M | 7.7% | |
| Fidelity Freedom Index 2050 Fund Asset Allocation Mutual Fund | — | — | — | $5.0M | 7.6% | |
| Fidelity Freedom Index 2030 Fund Asset Allocation Mutual Fund | — | — | — | $4.7M | 7.2% | |
| Fidelity Freedom Index 2060 Fund Asset Allocation Mutual Fund | — | — | — | $3.5M | 5.3% | |
| Fidelity Freedom Index 2025 Fund Asset Allocation Mutual Fund | — | — | — | $3.3M | 5.0% | |
| JPMorgan LargeMid Cap Growth Fund Mutual Fund | — | — | — | $2.3M | 3.5% | |
| Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund | — | — | — | $1.8M | 2.7% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $1.5M | 2.3% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $1.4M | 2.2% | |
| Fidelity Freedom Index 2065 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $843K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $785K | 1.2% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $757K | 1.2% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $597K | 0.9% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $523K | 0.8% | |
| Fidelity Freedom Index 2015 Fund Asset Allocation Mutual Fund | — | — | — | $468K | 0.7% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $447K | 0.7% | |
| Fully benefit-responsive investment contract The Standard Stable Asset Fund Guaranteed Interest Contract | — | — | — | $378K | 0.6% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $300K | 0.5% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $257K | 0.4% | |
| BlackRock Sustainable Advantage Large Cap Core Fund Mutual Fund | — | — | — | $239K | 0.4% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $230K | 0.4% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $228K | 0.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $176K | 0.3% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $141K | 0.2% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $113K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Asset Allocation Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Asset Allocation Mutual Fund | — | — | — | $12K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $4K | <0.1% | |
| Great Gray International Stock Fund Collective Investment Trust | — | — | — | $4K | <0.1% |