Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENVISION WEALTH MANAGEMENT, INC.
EIN 71-0866012Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
4
27200 TOURNEY ROAD, SUITE 310 - VALENCIA, CA 91355661-481-0831
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ENVISION WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$5.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ENVISION WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN | ProfitSharing | $5.3M | 2 | 2025 | |
| 003 | ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 2 | 2025 |
Retirement plans