Plan Ledger DOL Form 5500 · updated monthly

Envision, LLC401(k)

ENVISION EMPLOYEE'S 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Envision, LLC reported $6,262 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $169 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (874th of 1,393), and 8,197th of 11,654 in professional & technical services. In 2024, employees put in $11.19 for every $1.00 the employer contributed; active participation has grown from 176 to 234 since 2022.

Plan summary
Net assets, end of year$9,367,154
Participants with balances121
Active participants234
Employer contributions$39,618
Employee contributions$443,371
Employer contribution per active participant$169
Average account balance$77,414
Benefits paid to participants$664,373
Plan auditUnmodified (clean) audit opinion
AuditorARMANINO
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 121 accts · $40K emplr
2023$7.9M · 121 accts · $44K emplr
2022$6.0M · 125 accts · $48K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Investment management$2,244
Audit (IQPA)$3,868
Total administrative$6,262
The Envision, LLC 401(k) match · 2024
Employer contribution per active participant$169
Median for plans this size$1,313
2024$169 per active participant
2023$273 per active participant
2022$272 per active participant

Envision, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$150

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$6,262 · 0.07%
2023$2,626 · 0.04%
2022$6,024 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Missouri
Bob Monnig Industries Inc MO$9.7M · 0.43%
True Media, LLC MO$9.5M · 0.76%
Premium Consulting Corp MO$9.3M · 0.76%
Brado Cuneo Nollau, LLC MO$9.3M · 0.00%
Spotlight LLC MO$9.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431838425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.