# Evergy, INC. DB Plan
Source: https://planprovider.pro/companies/evergy-inc-plan-002

> Evergy, INC.'s DB plan: 1,181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evergy, INC.

- **Sponsor EIN:** 822733395

- **Sponsor Address:** P. O. BOX 418679, KANSAS CITY, MO, 641419679

- **Plan Type:** DB

- **Total Participants:** 1,181

- **Total Assets:** $201.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,181|$201.0M|$0|$0|

| 2023|1,112|$170.7M|$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|

| CBIZ CPAS P.C.|Auditor|$29,772|—|$29,772|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,772

- **Estimated Expense Ratio:** 0.015% 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|$2,255,141|$569,052|—|$29,772|—|

| 2023|$1,847,675|$758,417|—|—|$337,282|

## Similar Plans

- [Agilix Solutions, LLC](https://planprovider.pro/companies/agilix-solutions-llc-401k-plan) — 384 participants

- [Vexus Fiber, LLC](https://planprovider.pro/companies/nts-communications-llc-dba-vexus-401k-plan) — 320 participants

- [Weg Transformers Usa, LLC](https://planprovider.pro/companies/weg-transformers-usa-llc-401k-plan) — 168 participants

- [Intercounty Electric Coop Assoc.](https://planprovider.pro/companies/intercounty-electric-coop-assoc-plan) — 106 participants

- [Evergy, INC.](https://planprovider.pro/companies/evergy-inc-plan-001) — 2,754 participants

- [Evergy, INC.](https://planprovider.pro/companies/evergy-inc-401k-plan) — 4,722 participants

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

© 2026 PlanProvider.Pro