# Evo Merchant Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/evo-merchant-services-llc-401k-plan

> Evo Merchant Services, LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Evo Merchant Services, LLC

- **Sponsor EIN:** 454145354

- **Sponsor Address:** 515 BROADHOLLOW ROAD, MELVILLE, NY, 11747

- **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:** Yes

- **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|0|$0|$1.4M|$4.5M|

| 2022|678|$45.8M|$1.3M|$4.0M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$163,057|—|$163,057|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|$70,125|—|$70,125|

| SMITH & HOWARD, PC|Auditor|$42,000|—|$42,000|

| THE BENEFIT PRACTICE|THIRD PARTY ADMIN|$12,298|—|$12,298|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $287,480

### 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|$282,944|$110,043|—|$42,000|—|

| 2022|$245,480|—|$245,480|—|—|

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

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