Envision Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

32,780

Total plan assets

$28.4B

Filings (rows)

Direct comp

$80K

Indirect comp

Aggregating 2 name variants under "ENVISION FINANCIAL"

Click a variant to view it alone

ENVISION FINANCIAL SERVICES &3 ENVISION FINANCIAL PLANNING1

SERVICES PROVIDED

Other service providers3

Advisor / Consultant1

Prospecting the plans that use Envision Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	IRVING, TX	Other service providers	11,679	$11.6B	$10K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	11,221	$9.1B	$11K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	9,692	$7.6B	$11K	$0
Memphis Obstetrics & Gynecological Assoc. P.C. Memphis Obstetrics & Gynecological Assoc P.C. 401(k) Plan · all filings	BARTLETT, TN	Advisor / Consultant	188	$44.1M	$47K	$0