# Evi Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evi-industries-inc-401k-plan

> Evi Industries, INC.'s 401(k) plan: 716 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ingham-retirement-group) — NA

- [FIDELITY TRUST](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LERROSARBEY, PLLC](https://planprovider.pro/provider/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|—|—|

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