Plan Snapshot
- Plan Sponsor: Evive Health, LLC
- Sponsor EIN: 208578851
- Sponsor Address: 125 S WACKER DR STE 3150, CHICAGO, IL, 606064414
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $90,657 | $416,607 |
| 2023 | 62 | $4.9M | $130,001 | $593,933 |
| 2022 | 74 | $3.9M | $154,643 | $716,597 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $62,392 | — | $62,392 |
| MMA SECURITIES LLC | OTHER SERVICES | — | $27,844 | $27,844 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — OTHER SERVICES
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,236
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 | $39,973 | — | $39,973 | — | — |
| 2023 | $31,197 | — | $31,197 | — | — |
| 2022 | $39,750 | — | $39,750 | — | — |