# Evive Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/evive-health-llc-401k-plan

> Evive Health, LLC&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — OTHER SERVICES

- [APRIO, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evive-health-llc-401k-plan)

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