# Eversana 401(k) Plan
Source: https://planprovider.pro/companies/eversana-401k-plan

> Eversana's 401(k) plan: 3,647 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eversana

- **Sponsor EIN:** 391821626

- **Sponsor Address:** 7045 COLLEGE BLVD, OVERLAND PARK, KS, 66211

- **Plan Type:** 401(k)

- **Total Participants:** 3,647

- **Total Assets:** $348.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|3,647|$348.1M|$13.1M|$33.8M|

| 2023|3,405|$289.8M|$11.6M|$32.8M|

| 2022|2,108|$122.5M|$3.5M|$18.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$267,904|—|$267,904|

| PRIVATE ADVISOR GROUP LLC|ADVISOR|$231,376|—|$231,376|

| REILLY, PENNER AND BENTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [REILLY, PENNER AND BENTON, LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $499,280

- **Estimated Expense Ratio:** 0.143% 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|$499,289|$231,376|—|—|—|

| 2023|$435,917|$207,811|—|—|—|

| 2022|$290,407|—|—|—|—|

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