Plan Snapshot
- Plan Sponsor: Eventus Wholehealth, PLLC
- Sponsor EIN: 825286393
- Sponsor Address: 101 CABARRUS AVE E, SUITE 200, CONCORD, NC, 28025
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $18.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 558 | $18.2M | $974,972 | $2.8M |
| 2023 | 498 | $12.1M | $1.4M | $2.3M |
| 2022 | 485 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $40,387 | — | $40,387 |
| COMPENSATION SYSTEMS, INC. | CONTRACT ADMIN | — | $6,702 | $6,702 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEPPER | $6,670 | — | $6,670 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,759
- Estimated Expense Ratio: 0.295% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |