# Enavate Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/enavate-holdings-llc-401k-plan

> Enavate Holdings, LLC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Enavate Holdings, LLC

- **Sponsor EIN:** 464092883

- **Sponsor Address:** 1511 N WESTSHORE BLVD, TAMPA, FL, 33607

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|127|$12.1M|$425,192|$1.5M|

| 2023|154|$10.5M|$471,706|$1.6M|

| 2022|187|$8.9M|$617,660|$2.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENSIONMARK FINANCIAL GROUP LLC|SERVICE PROVIDER|—|$42,238|$42,238|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,238

- **Estimated Expense Ratio:** 0.348% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$84,282|—|$83,532|—|—|

| 2023|$77,990|—|$77,590|—|—|

| 2022|$73,507|—|—|—|—|

## Similar Plans

- [Steamroller Studios LLC](https://planprovider.pro/companies/steamroller-studios-llc-401k-plan-003) — 123 participants

- [Air Around The Clock A/C Service](https://planprovider.pro/companies/around-the-clock-ac-service-ll-401k-plan) — 131 participants

- [Usa Environmental, INC.](https://planprovider.pro/companies/usa-environmental-inc-401k-plan) — 119 participants

- [Incharge Education Foundation, INC.](https://planprovider.pro/companies/incharge-education-foundation-inc-401k-plan) — 117 participants

- [Proficient Auto, INC. Dba Proficient Auto Transport](https://planprovider.pro/companies/proficient-auto-inc-dba-proficient-auto-transport-401k-plan) — 138 participants

- [Hytec Dealer Services, INC.](https://planprovider.pro/companies/hytec-dealer-services-inc-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/enavate-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro