How big is Evenflo Company, Inc.'s plan?

Evenflo Company, Inc.'s plan reported $74 in assets for 2022.

Original filing (PDF)20231011085639NAL0019742131001

Evenflo Company, Inc.

Name: Evenflo Company, Inc. — Evenflo Co., Inc. 401(k), Form 5500 (2022)
Creator: Evenflo Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Evenflo Co., Inc. 401(k) Retirement Plan

401(k) retirement plan · Evenflo Company, Inc.'s Evenflo Co., Inc. 401(k) Retirement Plan reported $74 in plan assets in 2022, with Schwab as recordkeeper.

Signals · 2

Corrective distributions issued~6581486 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$74

Net assets (EOY)

People on this filing

Kelsey Johnson signed Evenflo Company, Inc.'s 2022 Form 5500 as plan administrator.

Kelsey Johnson — Plan Administrator — Form 5500 signer
Steve Delong — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evenflo Company, Inc.'s EIN is 31-1360477.

EIN 31-1360477

Plan number 005

Plan year 2022

ACK ID 20231011085639NAL0019742131001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Evenflo Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Evenflo Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVENFLO COMPANY, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (0th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EVENFLO COMPANY, INC.

EIN

all filings

Address

3131 NEWMARK DR SUITE 300 · MIAMISBURG, OH · 45342

Phone

(937) 415-3300

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-27

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$26K	—
ONEAMERICA RETIREMENT SERVICES, LLC	46-5378846	—	NONE	$7K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.