ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

[ EIN: 33-0636057 | Plan No. 001 ]

ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN, sponsored by ENVISION FINANCIAL SYSTEMS, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 48 participants and total assets of $17,852,662 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: ENVISION FINANCIAL SYSTEMS, INC.

Location: 650 TOWN CENTER DRIVE, SUITE 1800, COSTA MESA, CA 92626

EIN: 330636057

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 48

Total Assets: $17,852,662

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