# Eventus Wholehealth, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/eventus-wholehealth-pllc-401k-plan

> Eventus Wholehealth, PLLC's 401(k) plan: 558 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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