Employers › enVista

enVista 401(k)

Transportation and warehousing
Carmel, IN
EIN 68-0517515
1 plan with Schedule H financials
Plan year 2024
enVista, LLC
filed as Envista, LLC

Recordkeeping fees per participant · Envista, LLC 401(k) Profit Sharing Plan · plan year 2024

$114.06

Higher than 64% of the 14,075 plans $10 to 50M that report it.

Source

= $50,870 / 446
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919084154NAL0000997283001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919084154NAL0000997283001, received 2025-09-19

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-19.

OverviewFull recordProvidersYear over year

Cost and contributions

Administrative expenses excluding investment management, per participant

$114.06

10th: $15.36median $118.8890th: $340.63

Higher than 48% of the 24,371 plans $10 to 50M that report it.

Source

= $50,870 / 446
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919084154NAL0000997283001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919084154NAL0000997283001, received 2025-09-19

Administrative expenses per participant

$214.96

10th: $26.86median $197.2590th: $456.10

Higher than 54% of the 25,098 plans $10 to 50M that report it.

Source

= $95,870 / 446
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919084154NAL0000997283001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919084154NAL0000997283001, received 2025-09-19

Administrative expenses as a share of assets

0.250%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 43% of the 25,132 plans $10 to 50M that report it.

Source

= $95,870 / $38,349,957
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919084154NAL0000997283001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919084154NAL0000997283001, received 2025-09-19

Employer contributions per participant

$1,882

10th: $664median $2,07490th: $4,751

Higher than 44% of the 24,050 plans $10 to 50M that report it.

Source

= $839,277 / 446
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919084154NAL0000997283001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919084154NAL0000997283001, received 2025-09-19

Employer share of total contributions

15.4%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 14% of the 24,084 plans $10 to 50M that report it.

Source

= $839,277 / $5,446,226
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919084154NAL0000997283001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919084154NAL0000997283001, received 2025-09-19

Plan terms, as stated in enVista, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2A age/service-weighted · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250919084154NAL0000997283001, received 2025-09-19

Full record, Envista, LLC 401(k) Profit Sharing Plan

Field	Value	Source
Plan sponsor	ENVISTA, LLC	Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919084154NAL0000997283001, received 2025-09-19
Plan name	ENVISTA, LLC 401(K) PROFIT SHARING PLAN	Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919084154NAL0000997283001, received 2025-09-19
Sponsor EIN / plan number	68-0517515 / 001	Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919084154NAL0000997283001, received 2025-09-19
Plan type	single-employer	Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919084154NAL0000997283001, received 2025-09-19
Sponsor location	CARMEL, IN	Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919084154NAL0000997283001, received 2025-09-19
Industry (business code)	488990, Transportation and warehousing	Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919084154NAL0000997283001, received 2025-09-19
Plan year	2024-01-01 to 2024-12-31	Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919084154NAL0000997283001, received 2025-09-19
Filing received	2025-09-19	Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919084154NAL0000997283001, received 2025-09-19
Final filing	no	Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919084154NAL0000997283001, received 2025-09-19
Amended filing	no	Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919084154NAL0000997283001, received 2025-09-19
Participants, beginning of year	497	Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919084154NAL0000997283001, received 2025-09-19
Active participants	254	Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919084154NAL0000997283001, received 2025-09-19
Participants, end of year	452	Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919084154NAL0000997283001, received 2025-09-19
Participants with an account balance	446	Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919084154NAL0000997283001, received 2025-09-19
Total assets, beginning of year	$32,918,741	Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919084154NAL0000997283001, received 2025-09-19
Total assets, end of year	$38,349,957	Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919084154NAL0000997283001, received 2025-09-19
Net assets, end of year	$38,349,957	Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919084154NAL0000997283001, received 2025-09-19
Total income	$10,230,146	Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919084154NAL0000997283001, received 2025-09-19
Net income	$5,431,216	Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919084154NAL0000997283001, received 2025-09-19
Employer contributions	$839,277	Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919084154NAL0000997283001, received 2025-09-19
Participant contributions	$3,341,621	Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919084154NAL0000997283001, received 2025-09-19
Other contributions (incl. rollovers)	$1,265,328	Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919084154NAL0000997283001, received 2025-09-19
Total contributions	$5,446,226	Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919084154NAL0000997283001, received 2025-09-19
Benefit payments	$4,703,060	Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919084154NAL0000997283001, received 2025-09-19
Total expenses (incl. benefit payments)	$4,798,930	Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919084154NAL0000997283001, received 2025-09-19
Total administrative expenses	$95,870	Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919084154NAL0000997283001, received 2025-09-19
Contract administrator fees	$0	Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919084154NAL0000997283001, received 2025-09-19
Recordkeeping fees	$50,870	Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919084154NAL0000997283001, received 2025-09-19
IQPA audit fees	$0	Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919084154NAL0000997283001, received 2025-09-19
Investment advisory and management fees	$45,000	Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250919084154NAL0000997283001, received 2025-09-19
Administrative expenses excluding investment management	$50,870	derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919084154NAL0000997283001, received 2025-09-19
Held in master trusts	$0	Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250919084154NAL0000997283001, received 2025-09-19
Held in common/collective trusts	$432,019	Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919084154NAL0000997283001, received 2025-09-19
Held in mutual funds	$37,539,364	Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919084154NAL0000997283001, received 2025-09-19
Independent auditor	KATZ SAPPER & MILLER LLP	Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919084154NAL0000997283001, received 2025-09-19

Position = column in the DOL layout for form year 2024. Filing 20250919084154NAL0000997283001, received 2025-09-19.

Service providers paid directly by the plan

Provider	Relationship	Service codes	Direct compensation	Indirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper	RECORDKEEPER	37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees	$50,870	yes
LPL FINANCIAL LLC	ADVISOR	27 Investment advisory (plan)	$45,000	no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250919084154NAL0000997283001, received 2025-09-19.

What changed since the 2023 plan year

Figure	2023	2024	Change
Total assets	$32,918,741	$38,349,957	16.5%
Participants with a balance	493	446	-9.5%
Administrative expenses	$91,782	$95,870	4.5%
Recordkeeping fees per participant	$94.89	$114.06	20.2%
Employer contributions	$1,119,052	$839,277	-25.0%

Prior filing 20240925082208NAL0019364080001, received 2024-09-25; the plan years are contiguous.

Alerts, claims and corrections

Sponsor name as filed: ENVISTA, LLC; SEC registrant: enVista, LLC (CIK 1753239, matched by EIN).