# Everwell Specialty Pharmacy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/everwell-specialty-pharmacy-llc-401k-plan

> Everwell Specialty Pharmacy, LLC's 401(k) plan: 306 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Everwell Specialty Pharmacy, LLC

- **Sponsor EIN:** 200283738

- **Sponsor Address:** 6506 NORTH DAVIS HIGHWAY, PENSACOLA, FL, 32504

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

- **Total Participants:** 306

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|306|$4.7M|$431,996|$800,589|

| 2022|162|$2.4M|$266,407|$502,521|

## 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|

| AVIZO GROUP|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|

| 2023|$38,457|$15,002|$22,205|—|—|

| 2022|$19,044|$7,481|$11,063|—|—|

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