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 |