Plan Snapshot
- Plan Sponsor: Evenflo Company, INC.
- Sponsor EIN: 311360477
- Sponsor Address: 3131 NEWMARK DRIVE SUITE 300, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $44.5M
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 | 407 | $44.5M | $838,718 | $2.6M |
| 2023 | 396 | $39.3M | $821,339 | $2.5M |
| 2022 | 500 | $34.2M | $642,857 | $2.0M |
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 |
|---|---|---|---|---|
| BRIXEY & MEYER, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIXEY & MEYER, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $92,977 | $34,387 | — | — | — |
| 2023 | $97,265 | $32,355 | — | — | — |
| 2022 | $55,422 | $12,314 | — | — | — |