Plan Snapshot
- Plan Sponsor: Evi Industries, INC.
- Sponsor EIN: 112014231
- Sponsor Address: 290 NE 68TH STREET, MIAMI, FL, 33138
- Plan Type: 401(k)
- Total Participants: 716
- Total Assets: $37.6M
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. |
|---|---|---|---|---|
| 2024 | 716 | $37.6M | $835,001 | $2.6M |
| 2023 | 690 | $33.8M | $822,833 | $2.4M |
| 2022 | 512 | $27.0M | $651,102 | $1.9M |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NA | $76,937 | $341 | $77,278 |
| NATIONAL FINANCIAL SERVICES | NA | $16,000 | — | $16,000 |
| FIDELITY TRUST | NONE | $8,853 | — | $8,853 |
| LERROSARBEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NA
- FIDELITY TRUST — NONE
- LERROSARBEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,131
- Estimated Expense Ratio: 0.272% 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 | $101,789 | $16,000 | $39,101 | — | — |
| 2023 | $86,096 | $16,000 | $37,336 | — | — |
| 2022 | $77,180 | $16,000 | $55,793 | — | — |