Original filing (PDF)20231011085639NAL0019742131001

EVENFLO COMPANY, INC.

Name: EVENFLO COMPANY, INC. — EVENFLO CO., INC. 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: EVENFLO COMPANY, INC.

Form 5500

FILING_RECEIVED

EVENFLO CO., INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

~6581486 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$74

Net assets (EOY)

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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

6581486 bps in Schedule C fees — 4165398% above peer band of 158 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVENFLO COMPANY, INC..

Plan sponsor

Name

EVENFLO COMPANY, INC.

EIN

31-1360477

Address

3131 NEWMARK DR SUITE 300 · MIAMISBURG, OH · 45342

Phone

(937) 415-3300

Industry

Manufacturingsee all

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BRIXEY & MEYER, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$26K	—
USI ADVISORS INC	06-1397347	—	NONE	$15K	—
ONEAMERICA RETIREMENT SERVICES, LLC	46-5378846	—	NONE	$7K	—

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.