Plan Snapshot
- Plan Sponsor: Eva Care Group, LLC
- Sponsor EIN: 954875509
- Sponsor Address: 1937 PONTIUS AVENUE, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 866
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 866 | $4.1M | $37 | $573,128 |
| 2023 | 737 | $3.3M | $155 | $481,144 |
| 2022 | 724 | $2.5M | $3,109 | $479,161 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $20,163 | — | $20,163 |
| MERRILL LYNCH | REGISTERED INVESTMENT ADV | $6,023 | — | $6,023 |
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- MERRILL LYNCH — REGISTERED INVESTMENT ADV
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,186
- Estimated Expense Ratio: 0.634% 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 | $26,681 | $6,023 | $2,051 | — | — |
| 2023 | $15,829 | — | $14,329 | — | — |
| 2022 | $14,600 | — | $14,600 | — | — |