Plan Snapshot
- Plan Sponsor: Evergy, INC.
- Sponsor EIN: 822733395
- Sponsor Address: P. O. BOX 418679, KANSAS CITY, MO, 641419679
- Plan Type: 401(k)
- Total Participants: 4,722
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,722 | $1.5B | $26.6M | $58.0M |
| 2023 | 4,651 | $1.3B | $23.9M | $54.5M |
| 2022 | 4,443 | $1.3B | $24.1M | $57.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $1,202,720 | $805,648 | — | — | — |
| 2023 | $1,124,733 | $748,399 | — | — | — |
| 2022 | $1,151,659 | $773,000 | — | — | $5,700 |