Plan Ledger DOL Form 5500 · updated monthly

Envista, LLC401(k)

ENVISTA, LLC 401(K) PROFIT SHARING PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Envista, LLC reported $95,870 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,304 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 0.31% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 350th-largest of 1,562 plans among Indiana employers on file, and the 463rd of 2,677 in transportation & warehousing. In 2024, employees put in $3.98 for every $1.00 the employer contributed; active participation has shrunk from 376 to 254 since 2022.

Plan summary
Net assets, end of year$38,349,957
Participants with balances446
Active participants254
Employer contributions$839,277
Employee contributions$3,341,621
Employer contribution per active participant$3,304
Average account balance$85,986
Benefits paid to participants$4,703,060
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.3M · 446 accts · $839K emplr
2023$32.9M · 493 accts · $1.1M emplr
2022$27.2M · 527 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,870
Investment management$45,000
Total administrative$95,870
The Envista, LLC 401(k) match · 2024
Employer contribution per active participant$3,304
Median for plans this size$2,416
2024$3,304 per active participant
2023$3,806 per active participant
2022$4,218 per active participant

Envista, LLC's 2024 employer contribution ran above the $2,416 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.

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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,870
LPL FINANCIAL LLC · Investment advisory (plan)$45,000

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$95,870 · 0.27%
2023$91,782 · 0.31%
2022$100,595 · 0.31%
Same employer
Similar plansTransportation & Warehousing · Indiana
Warehouse Services, Inc. IN$123.0M · 0.04%
Atlas World Group, Inc. IN$72.3M · 0.25%
Bulkmatic Transport Company IN$39.7M · 0.46%
Wheaton van Lines, Inc. IN$35.0M · 0.00%
Carter Express, Inc. IN$27.6M · 0.12%
Protrans International, LLC IN$23.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680517515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.