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)
- Plan Number: 001
- Total Participants: 62
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 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 | Recordkeeper | $31,196 | — | $31,196 |
| MMA SECURITIES LLC | Investment Advisor | — | $13,922 | $13,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,118
- Estimated Expense Ratio: 0.927% 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 |
|---|---|---|---|---|---|
| 2023 | $31,197 | — | $31,197 | — | — |
| 2022 | $39,750 | — | $39,750 | — | — |