Everwell Specialty Pharmacy 401(k) match, vesting and fees
What Everwell Specialty Pharmacy'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Avizo Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Everwell Specialty Pharmacy: employer contribution per participant | $2,641 | |
| Peer median | $1,216 |
| Everwell Specialty Pharmacy: average balance | $32,894 | |
| Peer median | $50,590 |
| Everwell Specialty Pharmacy: admin expenses ÷ assets | 0.82% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 427 | $7.6M | $613K | $2,641 | 0.82% | Not published | Form 5500 ↗ |
Common questions
Does Everwell Specialty Pharmacy match 401(k) contributions?
The match terms for the Revelation Pharmacy Retirement Savings Plan Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $613K in employer contributions, about $2,641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Everwell Specialty Pharmacy 401(k) match vested?
The vesting schedule for the Revelation Pharmacy Retirement Savings Plan Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Everwell Specialty Pharmacy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Everwell Specialty Pharmacy, LLC.
I left Everwell Specialty Pharmacy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Everwell Specialty Pharmacy, LLC, (470) 289-7520) or the recordkeeper, ADP, Inc.. The Everwell Specialty Pharmacy old 401(k) page lists the contacts from every plan filing. Find an old Everwell Specialty Pharmacy 401(k)
Data from the public Form 5500 annual reports Everwell Specialty Pharmacy filed with the U.S. Department of Labor (plan years 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 Everwell Specialty Pharmacy. Not financial advice. Report a correction · Methodology