Envoy Solutions 401(k) match, vesting and fees
What Envoy Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelberg (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Envoy Solutions: employer contribution per participant | $2,113 | |
| Peer median | $2,066 |
| Envoy Solutions: average balance | $78,805 | |
| Peer median | $77,876 |
| Envoy Solutions: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $251M at the end of plan year 2023 to $282M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,319 | $282M | $7.6M | $2,113 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 3,787 | $251M | $4.7M | $1,584 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Envoy Solutions match 401(k) contributions?
The match terms for the Envoy Solutions Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $2,113 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Envoy Solutions 401(k) match vested?
The vesting schedule for the Envoy Solutions Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Envoy Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Envoy Solutions, LLC.
I left Envoy Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Envoy Solutions, LLC, (847) 832-4000) or the recordkeeper, Fidelity Investments Institutional. The Envoy Solutions old 401(k) page lists the contacts from every plan filing. Find an old Envoy Solutions 401(k)
Data from the public Form 5500 annual reports Envoy Solutions filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Envoy Solutions. Not financial advice. Report a correction · Methodology