# Evenflo Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evenflo-company-inc-401k-plan-002

> Evenflo Company, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$63,328|—|$63,328|

| USI ADVISORS INC|NONE|$29,649|—|$29,649|

| BRIXEY & MEYER, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BRIXEY & MEYER, INC](https://planprovider.pro/provider/brixey-and-meyer-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,977

- **Estimated Expense Ratio:** 0.209% 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|$92,977|$34,387|—|—|—|

| 2023|$97,265|$32,355|—|—|—|

| 2022|$55,422|$12,314|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evenflo-company-inc-401k-plan-002)

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