Evenflo 401(k) match, vesting and fees
What Evenflo's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Brixey & Meyer, Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Evenflo: employer contribution per participant | $1,446 | |
| Peer median | $2,038 |
| Evenflo: average balance | $76,752 | |
| Peer median | $72,907 |
| Evenflo: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.5M at the end of plan year 2021 to $44.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 591 | $44.5M | $839K | $1,446 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 586 | $39.3M | $821K | $1,423 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 658 | $34.2M | $643K | $1,044 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 330 | $31.5M | $544K | $1,649 | 0.32% | Not published | Form 5500 ↗ |
Other Evenflo plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Evenflo Co., Inc. 401(k) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Brixey & Meyer, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Evenflo match 401(k) contributions?
The match terms for the Evenflo Company, Inc. Savings Plus Plan have not been published from its filing yet. The plan year 2024 filing reports $839K in employer contributions, about $1,446 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evenflo 401(k) match vested?
The vesting schedule for the Evenflo Company, Inc. Savings Plus Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evenflo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Evenflo Company, Inc..
I left Evenflo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evenflo Company, Inc., (937) 415-3300) or the recordkeeper, Schwab Retirement Plan Services,inc. The Evenflo old 401(k) page lists the contacts from every plan filing. Find an old Evenflo 401(k)
Data from the public Form 5500 annual reports Evenflo filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evenflo. Not financial advice. Report a correction · Methodology