Envision Wealth Planning, Inc.

EIN 83-1825192financial servicesLatest filing 2025

Plans

Retirement

$23K assets

Welfare

Participants

100 S. STATE STREET, OFFICE 455 - CHICAGO, IL 60603312-448-1010envisionwealth.usLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$23K - 2 part

Plan deep-dives

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Retirement#001

ENVISION WEALTH 401(K) PLAN

401(k)

Assets$23K

Participants2

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ENVISION WEALTH 401(K) PLAN	401(k)	$23K	2	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio