# Evite, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evite-inc-401k-plan

> Evite, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 261375233

- **Sponsor Address:** 310 E. COLORADO ST., GLENDALE, CA, 91205

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

- **Total Participants:** 72

- **Total Assets:** $8.4M

## 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|72|$8.4M|$159,068|$605,263|

| 2023|79|$7.0M|$162,587|$523,662|

| 2022|70|$5.9M|$27,337|$95,294|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECODKEEPER|$36,241|—|$36,241|

| MORGAN STANLEY SMITH BARNEY LLC|SERVICE PROVIDER|—|$22,680|$22,680|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — SERVICE PROVIDER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,921

- **Estimated Expense Ratio:** 0.700% 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|$36,241|—|$36,041|—|—|

| 2023|$35,766|—|$27,620|—|—|

| 2022|$100|—|—|—|—|

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