Envision Management, LLC.ESOP
ENVISION MANAGEMENT HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · COLORADO SPRINGS, CO · plan year 2024
Envision Management, LLC.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $159,441,191 across 1,579 participant accounts, with employer contributions averaging $6,345 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 101st-largest of 1,461 plans among Colorado employers on file, and the 760th of 11,911 in health care & social assistance. active participation has grown from 987 to 1,229 since 2022.
Envision Management, LLC.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 841613233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.